Blogs

Tip of the Month | Mobile Deposits

Need to Deposit Checks Into Your Schwab Account? Written By: Andrea Bulen, CFP® Schwab has created a more efficient way to deposit checks into your Schwab account. You’ll simply need to download the Schwab Mobile App on your smart phone or tablet.  Give us a call if you need help finding the application. Once you are logged into the Schwab Application…

Financial Planning and Family Values

Financial Planning and Family Values Written By: Kevin Reardon, CFP® We all know that financial planning is more than just discussions about investments or retirement planning. It brings together complex issues like taxes, insurance, estate planning, charitable giving, and education funding into a cohesive plan. But good financial planning can go even further and seek…

Tax Filing After Loss of a Loved One

Tax Filing After Loss of a Loved One Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Losing someone close to us is one of the most challenging times we face. If you are one of the people charged with helping sort out the deceased person’s affairs, it can be a time of added stress.…

How Should You Pay for Long-Term Care?

How Should You Pay for Long-Term Care? Written By: Ryan Rink, CFP®, ChFC®, CLTC® As financial advisors, we often get asked how clients should go about paying for long-term care expenses. There is not one broad answer that applies to everyone, so we will run through a variety of different funding options. Self-Funding Self-funding, or…

Aging in Place vs. Senior Communities

Aging in Place vs. Senior Communities Written By: Pam Foti – Vesta Senior Network With the “graying of America,” a term that simply describes the fact that the median age of our population is increasing, we are now facing a new reality that will leave many of us concerned, confused and very possibly in crisis.…

Tip of the Month | I-Bonds

I-Bonds: An Appealing Alternative to Excess Cash Reserves Written By: Nick Ziarek, CFP®, CFA A lot of attention has been given of late to the old Series I-bonds offered by the US government. And rightfully so; they are a savings bond that offers a combination of a fixed coupon and a variable rate based on…

Investor Behavior: Impact of Cognitive Bias

Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As human beings, we all have cognitive biases. A cognitive bias is an error in thinking that occurs when we are processing and interpreting information in the world around us. It affects the decisions and judgements we make.  Oftentimes, they are a result of the brain’s…

Financial Planning for Widows

Financial Planning for Widows Written By: Kevin Reardon, CFP® The fairytale begins with two young people falling in love and getting married. Children follow soon after and life is wonderful. You work hard and build a life together. Seasons come and go, children grow up and get married and life marches on. All the while,…

Tip of the Month | April 2022

Estimated Tax Payments Written By: Nick Ziarek, CFA, CFP® Generally, anyone who anticipates they will owe more than $1,000 when they file their return should make quarterly estimated tax payments. Failure to do so can result in a penalty at tax time. The penalty can be avoided if you paid at least 90% of this…

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Shakespeare Wealth Management, LLC
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Suite 101
Pewaukee, WI 53072-5260