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…
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,…
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…
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…
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…
Year-End Financial Planning Checklist
Year-End Financial Planning Checklist Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As we approach year-end, finances are on a lot of people’s minds. With a little over two weeks…
Tip of the Month | December 2023
Tip of the Month | December 2023 Overview of Financial Certifications Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You may have noticed each Shakespeare advisor has at least one certification…
What Wealthy Families Get Wrong About Financial Advisors
What Wealthy Families Get Wrong About Financial Advisors Written By: Kevin Reardon, CFP® We have had hundreds of conversations with wealthy families over the years, some who have hired us and…
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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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260