Shakespeare Wealth Management

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

07/01/2026

Social Security claiming decisions become even more important when life doesn't follow the traditional path. Whether you've lost a spouse, gone through a divorce, or have a significant age difference with your partner, understanding the rules could help you maximize your benefits. Read more to learn about often-overlooked strategies that may make a meaningful difference in your retirement income: https://okt.to/Xc937t

Social Security for Complex Family Situations Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Deciding when to start drawing Social Security is often a cr

06/26/2026

We were fortunate to enjoy a beautiful day yesterday exploring the Hartland Marsh with our wonderful guides from the Ice Age Trail Alliance - Waukesha/Milwaukee County Chapter. It was a great opportunity to get outside, connect with friends, and experience one of Wisconsin's natural treasures together. We appreciate everyone who came out and made it such a memorable event!

06/24/2026

Many people approaching retirement ask, “How much is enough?” The amount you need isn’t determined by a single dollar figure. Learn more about how safe withdrawal rates, market volatility, and spending flexibility can influence your long-term retirement income: https://okt.to/wuBtbe

Rethinking Retirement Income Planning Written By: Nick Ziarek, CFP®, CFA A question that often comes up in our meetings as clients start to entertain th

06/17/2026

Before your child or grandchild leaves for a college campus this fall, consider having them sign a Healthcare Power of Attorney and a Financial Power of Attorney. Learn more by reading our June Tip of the Month: https://okt.to/UPvYxd

06/12/2026

Join us for a guided hike with the Shakespeare team on Thursday, June 25 from 2:00-4:00pm. We will explore the Hartland Marsh Preserve boardwalk with our guides from the Ice Age Trail Alliance. Learn more and register: https://okt.to/30pwtF
[Photo Credit: Diana Matthews]

06/10/2026

Welcome Keegan Tadych as Shakespeare's 2026 Financial Planning Intern! He will work with our advisors to deepen his knowledge of comprehensive financial planning and gain valuable insight into the wealth management profession.
We're excited to have him with us and look forward to supporting his growth. Welcome to the team, Keegan! Learn more: https://okt.to/PxCaLN