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262-814-1600
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Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?

November 12, 2020 By Shakespeare

Guest Blog Home Care Assistance V. Assisted Living

Home Care Assistance v. Assisted Living: Which is Better? By Pam Foti, Co-Owner and Elder Care Advocate at VESTA SENIOR NETWORK.  “Hi, my name is Jane. The social worker at my mom’s rehab facility told me I should reach out to you. What is it that you do? I’m really hoping that you can help […]

Filed Under: Insurance - Preserve and Protect Tagged With: assets, assisted living, cost, elder care, elder care advocate, home care assistance, home health care, nursing care, Pam Foti, safety, Vesta Senior Network

Year-End Charitable Giving Reminders

November 11, 2020 By Shakespeare

Year End Charitable Giving

By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® 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 […]

Filed Under: Tax Planning, Uncategorized Tagged With: 2020, Brian Ellenbecker, cash donation, charitable donation, charity, DAF, deducting your gift, deductions, donation of property, donor advised funds, itemize deductions, qcd, qualified charitable distributions, Shakespeare Wealth Management

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

October 16, 2020 By Shakespeare

We're All In Initiative Phase 2

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 […]

Filed Under: Uncategorized Tagged With: 2020, assistance, Corona Virus, corona virus aid, Covid, covid aid, Help Small Business, pandemic, Phase 2, Small Businesses, We're All In Initiative, Wisconsin

FAFSA for 2021-2022 Academic Year opened 10/01/2020

October 12, 2020 By Shakespeare

FAFSA for 2021-2022

The FAFSA (Free Application for Federal Student Aid) for the 2021-2022 year opened October 1, 2020. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require the FAFSA before distributing their own need-based aid and, in some cases, merit-based aid. Students must submit the FAFSA every year to […]

Filed Under: College Planning, Uncategorized Tagged With: 2021-2022 academic year, deadline, FAFSA, grants, student aid, student loan, work study

Managing financial risk in your personal life

September 23, 2020 By Shakespeare

BE's WICPA Article September 2020 Page 1

Click to see full article: The Bottom Line | 2020 Edition | Brian J. Ellenbecker, CFP, EA, CPWA, CIMA, CLTC

Filed Under: Financial Planning, Insurance - Preserve and Protect, Investment Management, Uncategorized

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Shakespeare Wealth Management, LLC®

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

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