Shakespeare Wealth Management, LLC

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Covid canceled our Christmas Party!

December 23, 2020 By Shakespeare

Christmas Party Canceled Blog

What’s a Shakespeare team to do when we are forced to miss out on having our FAVORITE event of the year – a time when we get to see so many of your friendly faces and enjoy spending time with you outside of the office? Well, I’ll tell you what!  Shakespeare is going to give […]

Filed Under: Uncategorized Tagged With: 2020, american foundation for suicide prevention, cancelled christmas, cancelled party, cancer center, children't tumor foundation, covid 19, fisher center for alzheimer's research foundation, Giving, hope street ministry, life's connection, medical college of wisconsin, national multiples sclerosis society, Shakespeare Wealth Management

COVID-19 Relief Bill to Provide $900 Billion in Relief

December 22, 2020 By Shakespeare

COVID-19 Relief Bill

By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22.  The bill provides relief to individuals, families and businesses who may still be struggling due to COVID-related issues. Some of the key provisions of this legislation include: Provisions to […]

Filed Under: Relief Bills, Uncategorized Tagged With: 2020, Brian Ellenbecker, cfp, covid 19, covid 19 relief bill, december 22, individuals, relief bill, Shakespeare Wealth Management, small business

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

Financial Planning Considerations after Job Loss

September 18, 2020 By Colleen Schoenike

Dealing With Job Loss

How to limit the negative financial impact of losing your job By Brian Ellenbecker It’s normal to feel lost, overwhelmed, scared or uncertain at the prospect of losing your job. The coronavirus pandemic has made job loss a reality for a significant number of people.  It’s possible that the economic impact could be felt for […]

Filed Under: Financial Planning, News, Tax Planning, Uncategorized Tagged With: 2020, CARES Act, COBRA, covid 19, covid job loss, debt management, deferred comp, employer, equity awards, hardship, job loss, medicaid, overwhelmed, payroll taxes, pension, retirement benefits, severance pay, stock options, tax planning, unemployment benefits

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

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