Why Do I Need a Financial Advisor?
Why Do I Need a Financial Advisor? Written By: Andrea Bulen, CFP® When a prospective client calls Shakespeare for the first time, they naturally have questions exploring if an ongoing relationship…
Tip of the Month | September 2023
Tip of the Month | September 2023 Edvest 529 Account Reminders Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® With fall semester back in full swing, the discussion of paying for…
City Living in Retirement: Pros and Cons
City Living in Retirement: Pros and Cons Written By: Kevin Reardon, CFP® People live most of their working years in a suburban setting, where they put down roots and raise a…
Student Loan Payments Set to Resume
Student Loan Payments Set to Resume Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than three years of a pause on student loan interest accruals and payments, those…
Guest Blog: Beneficiary Designation Blunders
– Guest Blog – Beneficiary Designation Blunders: Mistakes and Misconceptions Written By: Michael D. Kaiser, Attorney, Kaiser Holahan, LLC The term estate planning brings to mind words such as will,…
Selecting the Right Trustee
Selecting the Right Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You have taken the first step to meet with an attorney and start drafting an estate plan. One of…
Tip of the Month | August 2023
Tip of the Month | August 2023 Fear and Urgency in Internet Scams Written By: Nick Ziarek, CFP®, CFA In addition to the more common phishing emails looking to get your…
When Should You Withdraw Money from Retirement Accounts?
When Should You Withdraw Money from Retirement Accounts? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement accounts like IRAs, Roth accounts, 401(k)s and 403(b)s are popular savings vehicles many…
Spending Habits in Retirement
Spending Habits in Retirement Written By: Kevin Reardon, CFP® A frequent question we receive from retired clients is whether their spending is on track relative to the ‘average retiree’. The…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260