Guest Blog: The Importance of a Written Long Term Care Plan
Guest Blog: The Importance of a Written Long Term Care Plan Written By: Michael Smith, LUTCF, CLTC, CPS Horizon Financial As people live longer, the chances of needing long-term care at some…
Immediate Action Items When Settling Your Parents’ Estate
Immediate Action Items When Settling Your Parents’ Estate Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Losing a parent is never easy. There is no way to truly brace for the emotional…
Tip of the Month | October 2025
Tip of the Month | October 2025 Medicare Open Enrollment Dates Written By: Andrea Bulen, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning…
Key Provisions in OBBBA
Key Provisions in OBBBA Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® One of the main purposes of passing the One Big Beautiful Bill Act (OBBBA) on July 4th, 2025,…
Guest Blog – Passing Down the Family Cabin
-Guest Blog- Passing Down the Family Cabin: Questions Before Meeting with an Attorney Written By: Attorney Elizabeth B. Taylor, Walden, Neitzke & Taylor, s.c. Passing down a family cabin is…
Tip of the Month | September 2025
Tip of the Month | September 2025 Changes to Federal Student Loan Borrowing Limits Under the New Budget Bill (OBBBA) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Effective July 1st,…
How We Help: Women and Wealth
How We Help: Women and Wealth Written By: Andrea Bulen, CFP® At Shakespeare Wealth Management, we recognize that women often face unique financial challenges and opportunities throughout their lives. Regardless of your…
Responsibilities of a Trustee
Responsibilities of a Trustee Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® When an individual is named as a trustee, they assume a significant role that carries both financial and legal…
Tip of the Month | August 2025
Tip of the Month | August 2025 Use Late Summer to Plan Strategic Withdrawals Written By: Nick Ziarek, CFP®, CFA If you’re retired, now is a good time to review…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260