Blogs

Financial Checklist After Starting a New Job

Financial Checklist After Starting a New Job Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Congratulations on landing that new job or embarking on a fresh career path! As you navigate…

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Guest Blog: Documents Required for Tax Season

Guest Blog: Documents Required for Tax Season  Written By: Bob Freese, CPA – Principal at Vrakas CPAs It’s the most wonderful time of the year. No, not Christmas, but tax season.…

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Tip of the Month | November 2023

Tip of the Month | November 2023 Social Security Cost of Living Adjustment Written By: Andrea Bulen, CFP® Do you receive a monthly Social Security check? If so, you’ll get a raise…

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Financial Planning After Receiving Inheritance

Financial Planning After Receiving Inheritance Written By: Nick Ziarek, CFP®, CFA Receiving an inheritance can be a significant event bringing both opportunities and complexities. Careful planning is essential to make the most…

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Should I Take My Pension as a Lump Sum?

Should I Take My Pension as a Lump Sum? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The popularity of pensions as an employer retirement benefit has fallen over the…

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Tip of the Month: October 2023

Tip of the Month | October 2023 Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning item…

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Medicare Planning During Open Enrollment

Medicare Planning During Open Enrollment Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For people enrolled in Medicare or for those soon to be eligible, there is no shortage of…

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Financial Checklist After Having a Baby

Financial Checklist After Having a Baby Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Welcoming a newborn into your family is an incredible and life-changing experience! My wife and I had…

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Why Do I Need a Financial Advisor?

Why Do I Need a Financial Advisor? Written By: Andrea Bulen, CFP® When a prospective client calls Shakespeare for the first time, they naturally have questions exploring if an ongoing relationship…

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WHAT'S ON YOUR MIND

Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260