Shakespeare Wealth Management

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What is Your Legacy?

January 16, 2019 By Kevin Reardon

BLOG What Is Your Legacy?

We live in a fast-paced world, with an onslaught of activities and information that distracts us from thinking about what’s truly important in life.  We’re so busy trying to get everything done, that we fail to question what it is we’re doing, why we’re doing it, and if we should be doing something entirely different.  Are we doing […]

Filed Under: Death of a Loved One, Financial Planning, Legacy Planning

Your Parents’ Inheritance

September 4, 2018 By Shakespeare

What To Do When You Receive An Inheritance

Your parents called, and they asked me to write you this note about what to do when inheriting their money.  I wasn’t thrilled with the idea, but they are good people, so I figured I better do it.  We both know how hard it is to say “NO” to them so let’s take a look […]

Filed Under: Death of a Loved One, Financial Planning Tagged With: financial planning, inheritance

What’s for Dinner – and Other Things You Should Know Before it’s Too Late

June 6, 2017 By Andrea Bulen

Dreamstime M 17805407

My husband says I worry too much. I recently suggested that he use one of these new “meal delivery” services if something were ever to happen to me.  He said I worry too much.  But, it’s important to me that our family sits down together for dinner – and with this meal service, it would be […]

Filed Under: Death of a Loved One, Insurance - Preserve and Protect, Legacy Planning, Women and Wealth

Estate Planning 102 (no, you’re not done yet)

January 1, 2017 By Shakespeare

What’s Next?            After reading our Masking Tape Inheritance blog, you finally did it!  You made the time to visit your estate planning attorney (with your spouse) to go through the process of updating your estate plan. You’ve thought through the uncomfortable scenario of who would get your assets when you die.  You […]

Filed Under: Death of a Loved One, Legacy Planning

Final Transitions – Enhancing End of Life Planning

October 3, 2016 By Shakespeare Leave a Comment

Senior Couple Walking On Beach

Now is the Time to Get Your Ducks in a Row Financial planning is always important, but becomes crucial during times of transition.  The most significant transition of all deals with a person’s transition at the end of life. In recent years the health care industry has improved resources and awareness surrounding a person’s end […]

Filed Under: Death of a Loved One, Insurance - Preserve and Protect, Legacy Planning, Retirement Planning Tagged With: financial advisor, Financial Planner, Milwaukee, planning, senior living, Shakespeare Wealth

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Shakespeare Wealth Management, Inc.®

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

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