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262-814-1600
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Grandma’s New Year’s Resolution

December 18, 2020 By Kevin Reardon

Milwaukee Business Journal Wealth Mgt Corner Grandma's New Year's Resolution

Milwaukee Business Journal Wealth Management Corner

Filed Under: CFP Tagged With: family, new year's resolution, what matters most

Legacy and Traditions

July 17, 2019 By Kevin Reardon

Blog Legacy And Traditions 7.19

From Family Traditions to Legacy My father was an avid fisherman.  To satiate his hobby, and to appease my mother, my brothers and I tagged along on his fishing excursions.  When I was not yet five years old, he began an annual tradition of taking us fishing in Canada.  In 1981 we went to a new ‘fishing camp.’  […]

Filed Under: Financial Planning, Legacy Planning, Uncategorized Tagged With: family, Financial Planner, legacy, tradition

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Shakespeare Wealth Management, Inc.®

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

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