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…
Guest Blog: Documents Required for Tax Season
Guest Blog: Documents Required for Tax Season Written By: Bob Freese, CPA – Principal at Vrakas CPAs It’s the most wonderful time of the year. No, not Christmas, but tax season.…
Tip of the Month | November 2023
Tip of the Month | November 2023 Social Security Cost of Living Adjustment Written By: Andrea Bulen, CFP® Do you receive a monthly Social Security check? If so, you’ll get a raise…
Financial Planning After Receiving Inheritance
Financial Planning After Receiving Inheritance Written By: Nick Ziarek, CFP®, CFA Receiving an inheritance can be a significant event bringing both opportunities and complexities. Careful planning is essential to make the most…
Should I Take My Pension as a Lump Sum?
Should I Take My Pension as a Lump Sum? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The popularity of pensions as an employer retirement benefit has fallen over the…
Tip of the Month: October 2023
Tip of the Month | October 2023 Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning item…
Medicare Planning During Open Enrollment
Medicare Planning During Open Enrollment Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For people enrolled in Medicare or for those soon to be eligible, there is no shortage of…
Financial Checklist After Having a Baby
Financial Checklist After Having a Baby Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Welcoming a newborn into your family is an incredible and life-changing experience! My wife and I had…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260