Tip of the Month | May 2023
Tip of the Month | May 2023 Protect Your Financial Accounts from Scammers Written By: Nick Ziarek, CFA, CFP® Fraudsters and hackers are becoming more sophisticated in their attempts to steal…
Changing State Residency
Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Planning to move is typically a big undertaking. It’s usually an exciting time in your life, but it can…
Succession Planning for Small Business Owners
Succession Planning for Small Business Owners Written By: Kevin Reardon, CFP® Succession planning is an essential aspect for small business owners to ensure legacy and a smooth transition to retirement. It…
Tip of the Month | April 2023
Tip of the Month | April 2023 What is a Fiduciary? Written By: Nick Ziarek, CFP®, CFA A fiduciary is someone who is legally required to act in the best…
Working While Receiving Social Security
Working While Receiving Social Security Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Many individuals rely on Social Security as a key source of income during their retirement years. However,…
April Fools Financial Tips for Parents
April Fools Financial Tips for Parents Written By: Kevin Reardon, CFP® There may be no greater challenge in the world for parents than to raise healthy, productive and financially astute…
Budgeting Healthcare Costs in Retirement
Budgeting Healthcare Costs in Retirement Written By: Nick Ziarek, CFA, CFP® Planning for retirement comes with many unknowns including when can you retire, will there be enough income to cover expenses,…
Roth Conversion Considerations
Roth Conversion Considerations Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® A common question we get from clients is if (and when) a Roth conversion makes sense. The answer is more…
Tip of the Month | March 2023
Tip of the Month | March 2023 Creditor Protection of Retirement Accounts Written By: Kevin Reardon, CFP® 401k and IRA accounts offer various levels of protection when investors run into…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260