Shakespeare Wealth Management

08/28/2026

Financial priorities change throughout every stage of life, making it important to revisit and adjust your financial plan along the way. Read more for key financial considerations to focus on at every age and what you can do today to stay on track for the future: https://okt.to/3BuwG4

A Lifetime of Value: Financial Planning at Every Stage Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Financial planning is an ever-changing, lifelon

08/20/2026

We were fortunate to have perfect weather for our Shakespeare Summer Party at Golden Mast Inn. It was a wonderful afternoon of delicious food and drinks on the patio and relaxing boat rides around Okauchee Lake. We’re grateful for the opportunity to connect with our clients outside the office and enjoy a beautiful Wisconsin summer day together!

08/19/2026

Our August Tip of the Month reviews the eligibility and contribution rules for the now-available Trump Accounts. Learn more: https://okt.to/epfbCn

08/13/2026

Roth IRA conversions can be a powerful tax-planning strategy, particularly during lower-income years, early retirement or when planning to leave retirement assets to heirs. Read more to learn when a Roth conversion may make sense and what to consider before making a move: https://okt.to/HYSK6F

Common Roth IRA Conversion Opportunities Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® As Shakespeare Financial Advisors, we

07/24/2026

Please join us in welcoming Olivia Darkow to the Shakespeare team as our new Client Service Administrator!
Olivia will be the friendly voice that greets you on the phone and the warm smile that welcomes you when you visit our office. She has a passion for building meaningful relationships and is excited to get to know each of you. We are excited to have her on the team.

07/22/2026

In today’s world, a significant portion of your estate might exist online. Learn more about how to include the appropriate digital asset language in your estate plan by reading our July Tip of the Month: https://okt.to/W17cGx

07/17/2026

Join us for a timely overview of the 2026 market landscape on Wednesday, July 29th at 1:00pm CST. Learn more and register: https://okt.to/NnViRo

07/15/2026

As students prepare to leave home for college, a few smart financial decisions can lay the foundation for lifelong success. Read more for practical steps about budgeting, managing debt, investing early and putting essential legal documents in place: https://okt.to/ocmpND

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 en

07/08/2026

What determines your odds of success in the market? In this month’s Investment Minute, Shakespeare Partner & Financial Advisor, Nick Ziarek, CFA, CFP®, reviews the year-to-date volatility in the S&P 500 and explains why short-term market swings shouldn't shake your long-term financial plan: https://okt.to/YBRJo8

This is "2026 June Shakespeare Investment Minute" by Shakespeare Wealth Management on Vimeo, the home for high quality videos and the people who love them.

07/03/2026