Social Security for Complex Family Situations
Social Security for Complex Family Situations Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Deciding when to start drawing Social Security is often a crucial part of a retirement plan. With…
Tip of the Month | June 2026
Tip of the Month | June 2026 Powers of Attorney for Children Age 18+ Written By: Kevin Reardon, CFP® As students head off to college this fall, many families are…
Rethinking Retirement Income Planning
Rethinking Retirement Income Planning Written By: Nick Ziarek, CFP®, CFA A question that often comes up in our meetings as clients start to entertain the idea of retirement is, “What is my number?…
Guest Blog | The Rising Costs of College: Why “Right Fit” Matters More Than Ever
Guest Blog – The Rising Costs of College: Why “Right Fit” Matters More Than Ever Written By: Heidi King, Education and Partnerships, College Inside Track As families begin thinking about college,…
Tip of the Month | May 2026
Tip of the Month | May 2026 Joint Owner vs. Authorized User for Credit Cards Written By: Andrea Bulen, CFP® When it comes to estate planning, it’s important to understand the…
Financial Planning Considerations Before Changing State Residency
Financial Planning Considerations Before Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® Changing your state residency can be an exciting endeavor, whether you’re relocating for retirement, family, lifestyle,…
Tip of the Month | April 2026
Tip of the Month | April 2026 Upload Your Tax Return Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Remember to email or upload a copy of your 2025 tax return…
Guest Blog: Hidden Cyber Risks of High-Responsibility Households
Guest Blog: Hidden Cyber Risks of High-Responsibility Households Written By: Scott Hirschfeld, CTAccess The reality of our world and its cybersecurity risks can feel overwhelming. While it may be tempting…
Tip of the Month | March 2026
Tip of the Month | March 2026 IRS Moving Away from Paper Checks to Electronic Payments Written By:Ryan Rink, CFP®, EA, ChFC®, CLTC® The IRS is moving towards electronic payments…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260