Shakespeare Wealth Management Blog
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Our CFP Advisors are more than your financial planner; we are your partner. Our goal is to form a strong relationship with each of our clients, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more. Discover our financial planning tips and advice, experts insights news and more!
Shakespeare Wealth Management Blog
1w ago
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…
The post Financial Checklist for College Graduates appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
1w ago
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)…
The post Planning for the Expiration of TCJA: For Business Owners appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
1M ago
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…
The post Tip of the Month | April 2024 appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
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…
The post What Is Direct Indexing? appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
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…
The post Video: Timeline of Shakespeare Wealth Management appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
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…
The post Tip of the Month | March 2024 appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
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…
The post Guest Blog: Downsizing and Moving Solutions for Seniors appeared first on Shakespeare Wealth Management, LLC ..read more
Shakespeare Wealth Management Blog
3M ago
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…
The post Tip of the Month | February 2024 appeared first on Shakespeare Wealth Management, LLC ..read more
Shakespeare Wealth Management Blog
3M ago
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…
The post Preparing for Tax Season appeared first on Shakespeare Wealth Management, LLC ..read more
Shakespeare Wealth Management Blog
4M ago
Tip of the Month | January 2024 Traditional/Roth IRA Contribution Deadline Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Even though we are a couple of weeks into the new year,…
The post Tip of the Month | January 2024 appeared first on Shakespeare Wealth Management, LLC ..read more