Blogs

Tip of the Month | July 2022

529 Contribution Deadlines Written By: Ryan Rink, CFP® Many states offer tax benefits for those who contribute to 529 education accounts. For example, if you are a Wisconsin taxpayer, your contributions to a state-sponsored 529 plan (either Edvest or Tomorrow’s Scholar) may be deducted from state taxable income up to a maximum of $3,560 per beneficiary for the 2022…

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Leveraging the Flexibility of 529 Plans

Leveraging the Flexibility of 529 Plans Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® 529 plans have quickly become the vehicle of choice for families saving for education goals. Tax-free growth, a state tax deduction and ease-of-use are some of the main features that have led to their popularity. Fortunately, Congress has been very…

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Keeping Your Digital Identity Safe

Keeping Your Digital Identity Safe Written By: Chad Bulkowski, CT Access Now more than ever, protecting yourself from online attacks seems to be an endless task. It is tiresome keeping up with the constant change in methods imposters use to try and steal data. Through various measures and best practices, you can better protect yourself…

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What is Happening with Inflation?

What is Happening with Inflation? Written By: Nick Ziarek, CFP®, CFA Inflation is everywhere you look: airfares, dining out, groceries (both in the form of price and shrinking packaging), and probably most noticeably at the pump. The most recent inflation number was 8.5% for May, the highest point since December 1981 when inflation was 8.9%.…

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Tip of the Month | Mobile Deposits

Need to Deposit Checks Into Your Schwab Account? Written By: Andrea Bulen, CFP® Schwab has created a more efficient way to deposit checks into your Schwab account. You’ll simply need to download the Schwab Mobile App on your smart phone or tablet.  Give us a call if you need help finding the application. Once you are logged into the Schwab Application…

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Financial Planning and Family Values

Financial Planning and Family Values Written By: Kevin Reardon, CFP® We all know that financial planning is more than just discussions about investments or retirement planning. It brings together complex issues like taxes, insurance, estate planning, charitable giving, and education funding into a cohesive plan. But good financial planning can go even further and seek…

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Tax Filing After Loss of a Loved One

Tax Filing After Loss of a Loved One Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Losing someone close to us is one of the most challenging times we face. If you are one of the people charged with helping sort out the deceased person’s affairs, it can be a time of added stress.…

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How Should You Pay for Long-Term Care?

How Should You Pay for Long-Term Care? Written By: Ryan Rink, CFP®, ChFC®, CLTC® As financial advisors, we often get asked how clients should go about paying for long-term care expenses. There is not one broad answer that applies to everyone, so we will run through a variety of different funding options. Self-Funding Self-funding, or…

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