Tip of the Month | April 2024
Tip of the Month | April 2024 Upload Your Tax Return Written By: Nick Ziarek, CFP®, CFA Remember to email or upload a copy of your 2023 tax return once it…
Financial Checklist for College Graduates
Financial Checklist for College Graduates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Congratulations on your recent graduation and officially starting your career! You will encounter many changes at this stage…
Planning for the Expiration of TCJA: For Business Owners
Planning for the Expiration of TCJA: For Business Owners Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® A significant portion of the Tax Cuts and Jobs Act of 2017 (TCJA)…
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…
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…
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…
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…
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…
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…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260