Rebalancing and Tax Efficient Investing
Rebalancing and Tax Efficient Investing Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As tax time approaches, thoughts often shift to what can be done to reduce this coming…
The Retirement Lifestyle
The Retirement Lifestyle Written By: Kevin Reardon, CFP® Over the last three decades (wow, that’s a long time!), I’ve had the opportunity to help dozens of people plan for and…
Your Portfolio During Volatility and Inflation
Your Portfolio During Volatility and Inflation Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline.…
Should You Sell Your Home In This Market?
Should You Sell Your Home In This Market? Written By: Bruce Nemovitz – Realty Executives Integrity By now, everyone reading this article has heard about the hot real estate market.…
Retirement Planning By Decade
Retirement Planning By Decade Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Getting ready financially for retirement is a life-long process. While saving in your 50s and 60s becomes…
Tip of the Month | March 2022
Retirement Income Strategies for High-Net-Worth Individuals Written By: Kevin Reardon, CFP® For our high-net-worth clients approaching and in retirement, you may have the ability to manage your way into a…
Inflation in Retirement
Inflation in Retirement Written By: Andrea Bulen, CFP® Inflation started to creep back into everyday vocabulary in 2021. At first, many economists categorized inflation as “transitory” meaning they thought it…
Overview of the Wisconsin Retirement System (WRS) Pension
Overview of the Wisconsin Retirement System (WRS) Pension Written By: Ryan Rink CFP®, ChFC®, CLTC® Updated May 1, 2026 The Wisconsin Retirement System (WRS) pension is one of the top-funded public…
Insuring Your Vacation Home
Insuring Your Vacation Home Written By: Brandy Enger, Director of Personal Lines – Vizance We connected with Vizance’s Director of Personal Lines, Brandy Enger, to discuss a common insurance scenario we…
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Shakespeare Wealth Management, LLC
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Pewaukee, WI 53072-5260