Blogs

Leveraging HSAs for Retirement

Leveraging HSAs for Retirement Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Whether you’re just beginning to save for retirement or looking for ways to maximize your savings, incorporating a…

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Guest Blog: Downsizing and Moving Solutions for Seniors

Guest Blog:  Downsizing and Moving Solutions for Seniors Written By: Melinda Stuart, Owner of Smart Moves  Did you know the average American moves over 11 times throughout their lifetime, yet it…

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Tip of the Month | February 2024

Tip of the Month | February 2024 Schwab Tax Documents Written By: Nick Ziarek, CFP®, CFA   Schwab is targeting for all 1099s to available by mid-February. If you are still…

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The Shakespeare Commitment: Celebrating 25 Years

The Shakespeare Commitment: Celebrating 25 Years Written By: Andrea Bulen, CFP® Last month, Kevin Reardon, CFP® shared the announcement of Shakespeare celebrating our 25th anniversary in 2024. Although it is important…

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Preparing for Tax Season

Preparing for Tax Season Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Another tax season is upon us. While it can be a stressful time of the year, there are…

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Tip of the Month | January 2024

Tip of the Month | January 2024 Traditional/Roth IRA Contribution Deadline Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Even though we are a couple of weeks into the new year,…

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Financial Planning for Retirement in 2024

Financial Planning for Retirement in 2024 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement can be an exciting time in your life. You’re moving to a new phase where…

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Celebrating Shakespeare’s 25th Anniversary

Celebrating Shakespeare’s 25th Anniversary Written By: Kevin Reardon, CFP® It’s with great pride we announce Shakespeare’s 25th anniversary of working with our clients and their families. We are thankful for your…

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A Year in Review: Economic Updates from 2023

A Year in Review: Economic Updates from 2023 Written By: Nick Ziarek, CFA, CFP® It may be cliché, but what a difference a year makes! Following a rocky 2022, which…

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Shakespeare Wealth Management, LLC
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Suite 101
Pewaukee, WI 53072-5260