Shakespeare Wealth Management

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Where Financial Planning meets the Real World

Can the Party for Growth Stocks Continue?

January 20, 2021
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Which state do I pay tax to if I’m spending time in more than one state?

January 14, 2021

For those that spend time living in more than one start during the year, determining which state is entitled to collect tax can be a tricky area of tax law.  Whether you moved to a new state during the year, spend several months per year in two or more states, or have been working remotely […] Read More

Christmas Party Canceled Blog

Covid canceled our Christmas Party!

December 23, 2020

What’s a Shakespeare team to do when we are forced to miss out on having our FAVORITE event of the year – a time when we get to see so many of your friendly faces and enjoy spending time with you outside of the office? Well, I’ll tell you what!  Shakespeare is going to give […] Read More

COVID-19 Relief Bill

COVID-19 Relief Bill to Provide $900 Billion in Relief

December 22, 2020

The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22.  The bill provides relief to individuals, families and businesses who may still be struggling due to COVID-related issues. Some of the key provisions of this legislation include: Economic Impact Payments. Payments of $600 for individuals with adjusted […] Read More

Milwaukee Business Journal Wealth Mgt Corner Grandma's New Year's Resolution

Grandma’s New Year’s Resolution

December 18, 2020
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Blog Establishing Residency For State Tax Purposes

Establishing Residency for State Tax Purposes

November 17, 2020

This article is the first of a two-part series.  Part 1 focuses on how to establish residency for state tax purposes.  Part 2 focuses on the tax impact of changing state residency. We are commonly asked questions surrounding how to establish tax residency in a new state.  Whether buying a new primary home, purchasing a […] Read More

Guest Blog Home Care Assistance V. Assisted Living

Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?

November 12, 2020

Home Care Assistance v. Assisted Living: Which is Better? This conversation occurs on the regular with clients and Elder Care Advocates on the Vesta Senior Network team. Who can blame her for not wanting to leave the home that she has lived in for 40, 50 or even more years? Honestly, I remember when my […] Read More

Year End Charitable Giving

Year-End Charitable Giving Reminders

November 11, 2020

2020 has been a unique year in many aspects.  COVID-19 has created many problems, including delays in processing certain transactions.  As we approach year-end and you think about any final charitable donations you want to make for this tax year, it’s important to have a plan in place for making a timely donation.  Be sure that you make those donations early enough so that […] Read More

We're All In Initiative Phase 2

Wisconsin Announces Phase 2 of the “We’re All In” Initiative to Help Small Businesses

October 16, 2020

Earlier this year, the state of Wisconsin announced $75 million in assistance for small businesses as part of the Wisconsin Economic Development Corporation’s (WEDC) “We’re All In” initiative.  Because of its popularity, coupled with the fact that Wisconsin businesses continue to struggle through the pandemic, Wisconsin has made an additional $50 million available to businesses […] Read More

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Shakespeare Wealth Management, LLC®

N22 W27847 Edgewater Dr.
Pewaukee, WI 53072
262-814-1600

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