Shakespeare Wealth Management

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262-814-1600
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Time to Review Your Personal Insurance Program?

September 18, 2020 By Shakespeare

Review Your Personal Insurance Program

Time to Review Your Personal Insurance Program? An Interview with Brandy Enger, Director of Personal Lines at Vizance   VIZANCE is a privately-held independent insurance agency offering a broad portfolio of insurance and risk management solutions for individuals and businesses. Since their founding in 1978, they have seen significant growth, particularly in the personal insurance […]

Filed Under: Insurance - Preserve and Protect Tagged With: insurance, insurance industry, personal insurance, personal umbrella, umbrella policy

Defer Payroll Taxes Beginning September 1, 2020

August 18, 2020 By Shakespeare

Executive Order Blog Photo 8.18.2020

Executive Order Issued Deferring Payroll Taxes Beginning September 1, 2020 By Brian Ellenbecker On August 8, 2020, President Trump issued four Executive Orders designed to provide relief to individuals experiencing hardships due to the COVID-19 pandemic. The Executive Order that is likely to impact the largest number of people is the deferral of payroll taxes, […]

Filed Under: Financial Planning, News, Tax Planning, Uncategorized Tagged With: 2020, covid 19, defer payroll taxes, executive order, hardship, payroll taxes, president trump, September 1, taxpayer relief

Wisconsin’s “We’re All In” Initiative to Help Small Businesses

June 8, 2020 By Shakespeare

Wisconsin’s “We’re All In” Initiative to Help Small Businesses On May 18, 2020, 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.  The initiative is a comprehensive effort to help Wisconsin’s small businesses get back on their feet by […]

Filed Under: News Tagged With: CARES Act, Corona Virus, coronavirus, Coronavirus aid, covid 19, economic security act of 2020, rebate check, relief and economic security act of 2020, tax credit, tax credit rebate, tax rebate, tax rebate check

Are you Getting a Rebate? Where will it be Sent?

April 6, 2020 By Shakespeare

Are you getting a rebate and where will it be sent?   Now that Congress and the President have authorized the payment of Tax Credit Rebates to many taxpayers, the questions we have been hearing the most are:  Am I eligible and where will the payment be sent? Fortunately, the IRS and the Treasury Department […]

Filed Under: CARES Act 2020, Financial Planning, Investment Management, News, Retirement Planning, Tax Planning, Uncategorized, Women and Wealth Tagged With: CARES Act, Corona Virus, coronavirus, Coronavirus aid, covid 19, economic security act of 2020, rebate check, relief and economic security act of 2020, tax credit, tax credit rebate, tax rebate, tax rebate check

CARES Act of 2020 Summary

March 30, 2020 By Shakespeare

BLOG CARES Act Of 2020

Overview of the Coronavirus Aid, Relief and Economic Security Act of 2020 (CARES Act) The global impact of the novel Coronavirus (COVID-19) has been significant.  This global pandemic, as declared by the World Health Organization, has brought the economies of countries around the world to a grinding halt, as the world comes together to try […]

Filed Under: CARES Act 2020, Financial Planning, Investment Management, News, Retirement Planning, Tax Planning, Uncategorized, Women and Wealth Tagged With: CARES Act, Corona Virus, coronavirus, Coronavirus aid, covid 19, economic security act of 2020, relief and economic security act of 2020

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

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