Blogs
Tip of the Month | June 2025
Tip of the Month | June 2025 Review Your Insurance Policies Written By: Nick Ziarek, CFP®, CFA Just as the seasons change, so do your insurance needs. Major life events or…
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Clearing Up Common Tax Misconceptions
Clearing Up Common Tax Misconceptions Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The United States Tax Code is incredibly complex. The tax code itself is currently almost 7,000 pages…
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Understanding Required Minimum Distributions (RMDs)
Understanding Required Minimum Distributions (RMDs) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Required Minimum Distributions (RMDs) are the minimum amounts that the IRS requires you to withdraw each year from…
Read More about Understanding Required Minimum Distributions (RMDs)Tip of the Month | May 2025
Tip of the Month | May 2025 NEW Shakespeare Client Portal Phone App Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® We’re excited to share that a new phone app is…
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How We Help: Ultra-High-Net-Worth Clients
How We Help: Ultra-High-Net-Worth Clients Written By: Nick Ziarek, CFP®, CFA One of the most extraordinary things is the American dream of making it big and achieving financial independence. For those…
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Tax Considerations When Withdrawing from Investment Accounts
Tax Considerations When Withdrawing from Investment Accounts Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement is a key milestone in life to be celebrated. It is also a time…
Read More about Tax Considerations When Withdrawing from Investment AccountsTip of the Month | April 2025
Tip of the Month | April 2025 Review Your Credit Report Written By: Kevin Reardon, CFP® We live in a credit-driven society, and your credit score determines the interest rate at…
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How We Help: Business Owners
How We Help: Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As a business owner, you have a unique set of circumstances regarding finances. Not only do you…
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Financial Planning for Cohabitating vs. Marriage
Financial Planning for Cohabitating vs. Marriage Written By: Kevin Reardon, CFP® Adults living together in a romantic relationship outside of marriage, defined as cohabitation, has grown exponentially in the last 50…
Read More about Financial Planning for Cohabitating vs. MarriageWHAT’S ON YOUR MIND
Shakespeare Wealth Management, LLCN22 W27847 Edgewater Drive
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Pewaukee, WI 53072-5260
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