Blogs

What Is Direct Indexing?

What Is Direct Indexing? Written By: Nick Ziarek, CFP®, CFA The investment world is always evolving and along with that comes new products and strategies for investors to choose from. The first…

Read More about What Is Direct Indexing?

Video: Timeline of Shakespeare Wealth Management

Video: Timeline of Shakespeare Wealth Management By: Kevin Reardon, CFP® This year, we’re celebrating a significant milestone—25 years of dedication, growth, and most importantly, of serving you, our valued clients. Watch…

Read More about Video: Timeline of Shakespeare Wealth Management

Tip of the Month | March 2024

Tip of the Month | March 2024 Shakespeare Client Website Design Updates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® We are excited to share your Shakespeare client website has been…

Read More about Tip of the Month | March 2024

Tax Smart Giving – Donor Advised Funds

Tax Smart Giving – Donor Advised Funds Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Donating to charity is a great way to give back to the community. An added…

Read More about Tax Smart Giving – Donor Advised Funds

Leveraging HSAs for Retirement

Leveraging HSAs for Retirement Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Whether you’re just beginning to save for retirement or looking for ways to maximize your savings, incorporating a…

Read More about Leveraging HSAs for Retirement

Guest Blog: Downsizing and Moving Solutions for Seniors

Guest Blog:  Downsizing and Moving Solutions for Seniors Written By: Melinda Stuart, Owner of Smart Moves  Did you know the average American moves over 11 times throughout their lifetime, yet it…

Read More about Guest Blog: Downsizing and Moving Solutions for Seniors

Tip of the Month | February 2024

Tip of the Month | February 2024 Schwab Tax Documents Written By: Nick Ziarek, CFP®, CFA   Schwab is targeting for all 1099s to available by mid-February. If you are still…

Read More about Tip of the Month | February 2024

The Shakespeare Commitment: Celebrating 25 Years

The Shakespeare Commitment: Celebrating 25 Years Written By: Andrea Bulen, CFP® Last month, Kevin Reardon, CFP® shared the announcement of Shakespeare celebrating our 25th anniversary in 2024. Although it is important…

Read More about The Shakespeare Commitment: Celebrating 25 Years

Preparing for Tax Season

Preparing for Tax Season Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Another tax season is upon us. While it can be a stressful time of the year, there are…

Read More about Preparing for Tax Season

WHAT'S ON YOUR MIND

Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260