Advantage vs Supplement Medicare Enrollment… What’s so Hard about That? By: Andrea Bulen After working for the same company for 50 years, my father in-law (Bob) recently retired at the age of 68. Up until this point, he was covered through his employer’s health plan. Like many retirees, he figured that because he was 68 […]
"Bond King" resigns from PIMCO
By: Mark Ziety Bill Gross, famed “Bond King” and manager, founder, and chief investment officer from PIMCO, resigned on Friday. PIMCO has an extensive number of mutual funds commonly included in many 401(k) & variable annuity investment offerings. Mr. Gross’ resignation has created a spike in bond trading volume and created ripples through the bond […]
Freshman Fifteen (thousand dollars -or more- disappeared!)
By: Kevin Reardon I’ve spent many-a-day helping clients plan for the education of their offspring. I hesitate to say it’s easy, but in the financial planning world, it’s what we do. What I learned this fall when the eldest of our offspring sprung off to college for the first time: planning for college and actually […]
How do you pick your team?
By: Andrea Bulen As most of you probably did, my family watched the Super Bowl this year. The event itself provided for a nice topic of discussion in our household for the two weeks leading up to the game. Of course we all picked our winner. Some of us put a bit more thought into […]
We are Makin’ Waves… (with our new financial planning blog)
We the People of Shakespeare Wealth Management, in Order to form a more perfect Union (with our clients), establish Justice, insure financial Tranquility, provide for the common defence (against inflation, deflation, taxation, and the rising cost of education) promote the general Welfare, and secure the Blessings of Liberty to ourselves and our Posterity, do ordain […]
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