Guest Blog: Understanding Medicare
Guest Blog: Understanding Medicare Written By: Chris McArdle, President, MKE Benefits As the years go by, many of us begin asking similar questions: How long do I want to work? Do…
The Scoreboard Doesn’t Lie: The Long-Term Case for Index Funds
The Scoreboard Doesn’t Lie: The Long-Term Case for Index Funds Written By: Nick Ziarek, CFP®, CFA® Twice a year, S&P Dow Jones Indices publishes a report card called the SPIVA (S&P…
Tip of the Month | September 2026
Tip of the Month | September 2026 Fall Financial Cleanup: 5 Things to Review Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® As summer winds down and routines settle…
A Grandparent’s Guide to Gifting
A Grandparent’s Guide to Gifting Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® A frequently discussed topic with our clients who have grandchildren is the best way to gift money to…
A Lifetime of Value: Financial Planning at Every Stage
A Lifetime of Value: Financial Planning at Every Stage Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Financial planning is an ever-changing, lifelong process. The priorities that matter most in…
Tip of the Month | August 2026
Tip of the Month | August 2026 Trump Accounts Now Available Written By: Nick Ziarek, CFP®, CFA® These new tax-advantaged investment accounts are designed to help children get an early start on…
Common Roth IRA Conversion Opportunities
Common Roth IRA Conversion Opportunities Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® As Shakespeare Financial Advisors, we are often asked whether or not a Roth IRA conversion makes…
Tip of the Month | July 2026
Tip of the Month | July 2026 Estate Planning for Digital Assets Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® When most people think about estate planning, they picture…
Financial To Do’s for Students Heading to College
Financial To-Do’s for Students Heading to College Written By: Isaac Charpentier The start of summer has been an exciting time for the bird-watching enthusiasts in the Shakespeare office. The birds have been…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260