Tip of the Month | July 2024
Tip of the Month | July 2024 Wedding Season: Review Beneficiary Designations Written By: Kevin Reardon, CFP® Summer is wedding season, and with marital bliss comes the need to review beneficiary forms…
Planning for the Expiration of TCJA: For Individuals
Planning for the Expiration of TCJA: Top Issues for Individuals Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In April, we discussed how the expiration of the Tax Cuts and…
Financial Planning Checklist for Selling Your Home
Financial Planning Checklist for Selling Your Home Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Selling your home can be an emotional and complex process. It’s not just about finding a buyer…
Generational Wealth Planning: Where Rubber Meets the Road
Generational Wealth Planning: Where Rubber Meets the Road Written By: Kevin Reardon, CFP® Building on our Generational Wealth Planning blog written in 2021, we wanted to add to the conversation about…
Tip of the Month | June 2024
Tip of the Month | June 2024 Latest Scam Alert Written By: Andrea Bulen, CFP® This past week we learned about a new multi-step and targeted scam that is happening in…
Shakespeare Investment Philosophy: Celebrating 25 Years
Shakespeare Investment Philosophy: Celebrating 25 Years Written By: Nick Ziarek, CFP®, CFA As we look back on 25 years for Shakespeare Wealth Management, we are reminded about the foundations that helped…
Tax Planning vs. Tax Preparation
Tax Planning vs. Tax Preparation Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Taxes are a critical piece of your financial picture. Receiving sound advice and guidance while ensuring you…
Guest Blog: Hidden Costs of Property and Casualty Insurance
Guest Blog: Hidden Costs of Property and Casualty Insurance Written By: Brandy Enger, Director of Personal Lines & Risk Management – Vizance In recent years, the insurance industry has been undergoing a…
Should You Pay Off Your Low Interest Mortgage Early?
Should You Pay Off Your Low Interest Mortgage Early? Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® When it comes to managing a home mortgage, conventional wisdom typically suggests paying it…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260