Shakespeare Wealth Management

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How-To Guide for a Great Thanksgiving

November 20, 2018 By Kevin Reardon

BLOG How To Guide For A Great Thanksgiving

The turkey has been bought, the pies are being prepared, and we’re all busy preparing to celebrate our annual day of giving thanks.  As we approach the big day, let’s review some things to consider in making this Thanksgiving the best ever. Love the Ones We’re With   Although we love our relatives, being with […]

Filed Under: Financial Planning Tagged With: financial planning, financial planning tips

Budgets Gone Bad – How Successful People Get in Financial Hot Water

November 20, 2018 By Kevin Reardon

How-To Guide for a Great Thanksgiving

This title sounds like something you’d read on the cover of a magazine in the checkout line at the grocery store, relating to something other than personal finances.  You might think that budget problems are confined to people with lower income and asset values.  But you’d be wrong.  In recent years, there has been an uptick […]

Filed Under: Financial Planning Tagged With: financial planning, financial planning tips

The 4 Everyday Habits You Need For Successful Financial Planning

October 29, 2018 By Shakespeare

Shakespeare Blog Ad Template

You’ve probably seen articles across websites, newspapers and magazines with variations of a title that reads “The Most Successful People do ‘This’ to Stay Ahead.” The articles then proceed to identify key personality traits, work habits, etc. that benefit productivity and success. Why is this type of content so popular? Because a big part of […]

Filed Under: Financial Planning Tagged With: financial planning, financial planning tips

Did my portfolio beat the S&P 500?

October 17, 2018 By Shakespeare

Did My Portfolio Beat The S&P 500

One of the most common questions we receive from clients relates to the performance of investment accounts.  It’s a fair question.  You entrust us to manage your money and you need and deserve a reasonable return.  It’s interesting that the nature of investor questions changes based on changes in market volatility and where we are […]

Filed Under: Investment Management Tagged With: financial planning, investment management

What your Grandkids can teach you about Financial Planning

September 14, 2018 By Shakespeare

What Your Grandkids Can Teach You About Financial Planning

One of the best things about having little ones around is they teach you all about the small joys in life. Picture the last time you were with your grandkids, or even think back to when your kids were just little tikes playing their favorite game, finally getting the toy they always dreamed of on […]

Filed Under: Financial Planning Tagged With: financial planning, legacy planning, retirement planning

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Favorite FUN Fridays

  • On meeting a miracle…Acap Karate
  • GPS Education PartnersGPS Fun Friday
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  • Christmas Wish List: Water, Animals, Education, Nutrition, HealthChild Fund International 100 Fun Fridays
  • His sacrifice kept you free. Yours can help him heal.Soldiers Angels

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Shakespeare Wealth Management, Inc.®

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

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