Logistics of Qualified Charitable Distributions
Logistics of Qualified Charitable Distributions (QCDs) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® What is a Qualified Charitable Distribution (QCD)? If you are over age 70.5 and have an…
Tip of the Month | November 2022
Tip of the Month | November 2022 Year-End Deadlines Written By: Andrea Bulen, CFP® The end of the year is quickly approaching with Thanksgiving almost here. We all know how fast…
The Difference Between RIAs and Broker-Dealers
The Difference Between RIAs and Broker-Dealers Written By: Nick Ziarek, CFP®, CFA When searching for a financial advisor, there are many options and terms used to define a firm’s role and…
State of the Accounting Industry
State of the Accounting Industry Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® With the 2021 extended tax deadline in the rearview mirror, we have about a two month break…
Tip of the Month | October 2022
Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons into fall brings anticipation and planning for upcoming end-of-year items. One important planning item to add to the agenda…
How Income Impacts Medicare Premiums
How Income Impacts Medicare Premiums Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Turning 65 is a milestone birthday. In the United States, that is the age where most people…
Charles Schwab Website Overview
Charles Schwab Website Overview Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® In addition to your Shakespeare Client Website, you also have a portal available through Charles Schwab. You will…
Guest Blog: Medicare Annual Wellness Visits
Medicare Annual Wellness Visits Written By: J. Andrew Culp, MD, Chief Medical Officer – Pivotal Health What is the point of a Medicare Annual Wellness Visit? Here’s a brief history…
Shakespeare Client Website Overview
Shakespeare Client Website Overview Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® One of the most useful tools you have available as a Shakespeare client is your Shakespeare Client Website.…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260