A Guide for Parents Helping Adult Children Financially
A Guide for Parents Helping Adult Children Financially Written By: Kevin Reardon, CFP® One of the many issues we help clients navigate pertains to their desire to help adult children financially.…
Preparing Heirs for Inherited Wealth
Preparing Heirs for Inherited Wealth Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® Receiving an inheritance is often not a surprise. It may be outlined in estate documents and…
Tip of the Month | February 2026
Tip of the Month | February 2026 Gather Tax Documents Written By: Nick Ziarek, CFP®, CFA It’s tax season! Keep an eye out for these forms when preparing: 1099-R: If you…
Settling Your Parent’s Estate: Distributing Assets and Final Taxes
Settling Your Parent’s Estate: Distributing Assets and Final Taxes Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® In a previous blog, we covered the Immediate Action Items to Take When…
Tip of the Month | January 2026
Tip of the Month | January 2026 Confirm Required Minimum Distribution (RMD) Strategy for the New Year Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Planning your Required Minimum Distribution (RMD)…
Should You File for Social Security This Year?
Should You File for Social Security This Year? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Deciding when to start Social Security is one of the most important retirement decisions you’ll…
A Year in Review: Economic Updates from 2025
A Year in Review: Economic Updates from 2025 Written By: Nick Ziarek, CFA, CFP® As we close the year, financial markets reflect a period of adjustment, resilience, and renewed confidence in…
Tip of the Month | December 2025
Tip of the Month | December 2025 Year-End Financial Planning Reminders Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As we wrap up the year, it’s a great moment to…
Stages of Philanthropy
Stages of Philanthropy Written By: Kevin Reardon, CFP® Imagine you wake up tomorrow and realize you have more than enough money to secure your lifestyle. You also know you have an excess…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260