Blogs

Tip of the Month | July 2025

Tip of the Month | July 2025 Mid-Year Financial Check-In Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® July marks the halfway point of the year. While many of us…

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Guest Blog: What Happens to Your Mortgage When You Pass Away?

Guest Blog: What Happens to Your Mortgage When You Pass Away? Written By: Michael Creed, Mortgage Advisor & Partner at Luminate Bank | NMLS ID 50441 Estate planning often focuses…

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Tip of the Month | June 2025

Tip of the Month | June 2025 Review Your Insurance Policies Written By: Nick Ziarek, CFP®, CFA Just as the seasons change, so do your insurance needs. Major life events or…

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Clearing Up Common Tax Misconceptions

Clearing Up Common Tax Misconceptions Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The United States Tax Code is incredibly complex. The tax code itself is currently almost 7,000 pages…

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Understanding Required Minimum Distributions (RMDs)

Understanding Required Minimum Distributions (RMDs) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Required Minimum Distributions (RMDs) are the minimum amounts that the IRS requires you to withdraw each year from…

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Tip of the Month | May 2025

Tip of the Month | May 2025 NEW Shakespeare Client Portal Phone App Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® We’re excited to share that a new phone app is…

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How We Help: Ultra-High-Net-Worth Clients

How We Help: Ultra-High-Net-Worth Clients Written By: Nick Ziarek, CFP®, CFA One of the most extraordinary things is the American dream of making it big and achieving financial independence. For those…

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Tax Considerations When Withdrawing from Investment Accounts

Tax Considerations When Withdrawing from Investment Accounts Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement is a key milestone in life to be celebrated. It is also a time…

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Tip of the Month | April 2025

Tip of the Month | April 2025 Review Your Credit Report Written By: Kevin Reardon, CFP® We live in a credit-driven society, and your credit score determines the interest rate at…

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