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