Posts Tagged ‘cfp’
Tip of the Month | December 2023
Tip of the Month | December 2023 Overview of Financial Certifications Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You may have noticed each Shakespeare advisor has at least one certification…
Read MoreTip of the Month | December 2021
Tip of the Month | Top Lessons of 2021 A former colleague of mine, Mike Antonelli, who is the Market Strategist at Baird, recently shared some of his top lessons…
Read MoreWill Social Security Be Around When I Need It?
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® You’ve probably heard media reports about the worrisome financial condition of Social Security, but how heavily should you weigh this information when deciding when…
Read MoreWhen Should I Start Taking Social Security?
By Kevin Reardon CFP® We are asked this question more than any other. Like most things in life, there is no perfect answer. However, there are guidelines and considerations in making this…
Read MoreGenerational Wealth Planning
By Kevin Reardon CFP® Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation?…
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