Protecting Your Portfolio from Financial Fraud
Protecting Your Portfolio from Financial Fraud Written By: Andrea Bulen, CFP® As financial advisors, we are repeatedly asked, “What’s the biggest risk to my financial plan?”. We of course discuss many…
Tax Planning for New Retirees
Tax Planning for New Retirees Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As you enter retirement, it’s likely your income and resulting tax picture will change—sometimes dramatically. Changes in…
Guest Blog: Pre-Planning Your Funeral
Guest Blog: Pre-Planning Your Funeral Written By: Jeff Klemmer, Owner & 4th Generation Funeral Director, Heritage Funeral Homes Whenever I have the opportunity to discuss pre-planning a funeral, I am asked…
Milestone Birthdays for Financial Planning
Milestone Birthdays for Financial Planning Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Birthday celebrations may not be top of mind as you get older, but understanding key birthdays may…
Tip of the Month | February 2023
Phone Apps for Scanning Documents Written By: Nick Ziarek, CFP®, CFA Have you ever found yourself needing to scan and email a document, statement or tax form? What is the best (and…
30 Years as a Client: Part 3
30 Years as a Client: Part 3 Written By: Kevin Reardon, CFP® Picking up from Part 2 of this blog series, Curt & Cheri are now 60 and have been clients…
What Should You Do with a 1099-K from Venmo?
What Should You Do with a 1099-K from Venmo? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Electronic transfers of funds using apps has become a quick, convenient way to…
Tip of the Month | January 2023
Retirement Health Insurance Options Prior to Medicare Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® One of the biggest concerns for retirees is health insurance, especially if they plan to retire…
30 Years as a Client: Part 2
30 Years as a Client: Part 2 Written By: Kevin Reardon, CFP® Picking up from Part 1 of this blog series, Curt and Cheri are now in their 40’s and had…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260