Shakespeare Wealth Management

05/25/2026

05/20/2026

A move to a new state can bring exciting opportunities, but it can also create unexpected financial changes. There are several important factors to review before establishing residency elsewhere. Read more before making your move: https://okt.to/5uyiPI

Financial Planning Considerations Before Changing State Residency Written By: Brian Ellenbecker, CFP®, EA, CIMA®, AEP®, CPWA®, CLTC® Changing yo

05/13/2026

When it comes to estate planning, it’s important to understand the difference between being an authorized user and a joint owner on an account. Learn more by reading our Tip of the Month: https://okt.to/AEYUrI

05/04/2026

Shakespeare Wealth Management was a proud sponsor for Walk MS - Milwaukee supporting National MS Society! We had a fun Sunday morning at the Summerfest grounds walking along the lake with our friends and families.

04/22/2026

Join us for a summer hike with the Shakespeare team! We will enjoy an afternoon exploring the new boardwalk loop through the Hartland Marsh with our guides from the Ice Age Trail Alliance - Waukesha/Milwaukee County Chapter. Friends, family and all fitness levels are welcome to attend.

Thursday, June 25 | 2:00-4:00pm
Learn more and register: https://okt.to/M8HwXu

04/17/2026

Shakespeare is the proud route sponsor of Walk MS: Milwaukee! Join our team or donate towards our fourth annual walk at the Summerfest Grounds on Sunday, May 3rd at 10:00am: https://okt.to/7qujJo

I’m raising money for the National MS Society and can use your help. Your support means more groundbreaking research, life-changing services and gets us one step closer to a cure! Together we can make a difference for those living with MS — donate today!

04/15/2026

It can be easy to file away your tax return without taking a look. However, it is worth understanding a few key items and checking for accuracy.

Read more to review the most common tax return forms (Form 1040 and Schedules 1, 1-A, 2, 3, A and D), along with key numbers and planning tips to help make informed financial decisions: https://okt.to/3UgAxf

04/08/2026

How can you avoid being an investor who chases returns? In this month’s Investment Minute, Shakespeare Partner & Financial Advisor, Nick Ziarek, CFA, CFP®, explains why past performance can influence investor behavior and shares an overview of the Shakespeare Investment Philosophy: https://okt.to/DGEQgH

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

04/01/2026

Households with busy schedules, complex finances and wifi-connected homes are prime targets for cybercriminals who exploit everyday habits like rushing, reusing passwords, or blending work and personal technology. Read more to learn practical, easy-to-implement ways to better protect your family and digital life: https://okt.to/u3CxK7

Guest Blog: Hidden Cyber Risks of High-Responsibility Households Written By: Scott Hirschfeld, CTAccess The reality of our world and its cybersecurity

03/18/2026

Many parents want to support their adult children financially, but doing so thoughtfully and protecting your own financial foundation can make all the difference. Read more for key considerations like gift tax rules, family loans, setting healthy expectations and aligning support with your family values: https://okt.to/ElhCUb

A Guide for Parents Helping Adult Children Financially Written By: Kevin Reardon, CFP® One of the many issues we help clients navigate pertains to their d