Documents to Keep After Tax Season
Documents to Keep After Tax Season Written By: Andrea Bulen, CFP® Tax season can be a hectic time of year, with a flurry of forms, receipts and financial statements to sift…
One Working Spouse in Retirement
One Working Spouse in Retirement Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Retirement is one of the biggest transitions a couple will go through, especially when one spouse retires before…
Tip of the Month | May 2023
Tip of the Month | May 2023 Protect Your Financial Accounts from Scammers Written By: Nick Ziarek, CFA, CFP® Fraudsters and hackers are becoming more sophisticated in their attempts to steal…
Changing State Residency
Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Planning to move is typically a big undertaking. It’s usually an exciting time in your life, but it can…
Succession Planning for Small Business Owners
Succession Planning for Small Business Owners Written By: Kevin Reardon, CFP® Succession planning is an essential aspect for small business owners to ensure legacy and a smooth transition to retirement. It…
Tip of the Month | April 2023
Tip of the Month | April 2023 What is a Fiduciary? Written By: Nick Ziarek, CFP®, CFA A fiduciary is someone who is legally required to act in the best…
Working While Receiving Social Security
Working While Receiving Social Security Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Many individuals rely on Social Security as a key source of income during their retirement years. However,…
April Fools Financial Tips for Parents
April Fools Financial Tips for Parents Written By: Kevin Reardon, CFP® There may be no greater challenge in the world for parents than to raise healthy, productive and financially astute…
Budgeting Healthcare Costs in Retirement
Budgeting Healthcare Costs in Retirement Written By: Nick Ziarek, CFA, CFP® Planning for retirement comes with many unknowns including when can you retire, will there be enough income to cover expenses,…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260