Women and Wealth
How Long to Keep Financial Records
We are often asked how long to keep financial records. To answer that question, let’s take a look at various types of documents: Tax Returns: The IRS recommends keeping tax…
Read MoreCongratulations to our 2018 Service Award Winners!
Shakespeare’s core values are Faith, Family and Fiduciary. Community service and giving back to our communities is one of the main ways we demonstrate each of these core values. It’s…
Read MoreThe First Self-Made Woman Millionaire
Who Knew!?! Did you ever wonder who the first Self-Made Woman Millionaire was? Well, we did. Our research led us to Sarah Breedlove, aka Madam C.J. Walker. It is indeed amazing that she…
Read MoreFinancial Issues Women Face (and their Solutions)
There are significant differences between men and women, especially—and unfortunately—when it comes to money. Many of these differences are not positive for women and require special care and attention to…
Read MoreWhat’s for Dinner – and Other Things You Should Know Before it’s Too Late
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…
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