Blogs

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…

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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…

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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…

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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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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…

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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…

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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.…

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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…

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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…

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