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
Celebrating 25 Years: Looking Forward Written By: Kevin Reardon, CFP® This year, we’ve been celebrating our 25th anniversary as a firm, and WOW what a year it has been! In January,…
The post Celebrating 25 Years: Looking Forward appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
3w ago
Frequently Used Terms Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Financial literacy is a cornerstone of sound investing. Revisiting basic concepts can help deepen your understanding of market trends and…
The post Frequently Used Terms appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
3w ago
Tip of the Month | November 2024 How to Scan Documents from Your Phone Written By: Andrea Bulen, CFP® Need to scan and email a document quickly? Your smartphone can handle…
The post Tip of the Month | November 2024 appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
3w ago
Identity Theft and Credit Monitoring Written By: Nick Ziarek, CFP®, CFA In recent years, identity theft has become an increasingly sophisticated and prevalent operation. Long gone are the days of emails…
The post Identity Theft and Credit Monitoring appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
3w ago
Post-Election Tax Planning Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On November 5, a red wave appears to have swept through the country with Republicans winning the election for…
The post Post-Election Tax Planning appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
Tip of the Month | October 2024 Medicare Open Enrollment Dates Written By: Andrea Bulen, CFP® The change of seasons brings anticipation and planning for upcoming end-of-year items. One important planning…
The post Tip of the Month | October 2024 appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
Celebrating 25 Years: What Makes Shakespeare Unique Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For 25 years, Shakespeare has been committed to helping our clients pursue peace of mind.…
The post Celebrating 25 Years: What Makes Shakespeare Unique appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
Purchasing Gold Bars (and Other Precious Metals) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® I stopped at the Pewaukee Costco on my way home from work to grab some diapers…
The post Purchasing Gold Bars (and Other Precious Metals) appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
Guest Blog: What Happens to Digital Assets When You Pass Away? Written By: Attorney Paul B. Margerie, Margerie Law, LLC In today’s world, our lives are full of online accounts and…
The post Guest Blog: What Happens to Digital Assets When You Pass Away? appeared first on lauren@shakespearewm.com ..read more
Shakespeare Wealth Management Blog
2M ago
“How Do I Choose a Financial Advisor?” Written By: Andrea Bulen, CFP® In our previous blog, “Why Do I Need a Financial Advisor?”, we answered questions we often hear regarding why…
The post “How Do I Choose a Financial Advisor?” appeared first on lauren@shakespearewm.com ..read more