Blogs

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…

Rebalancing and Tax Efficient Investing

Rebalancing and Tax Efficient Investing Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As tax time approaches, thoughts often shift to what can be done to reduce this coming year’s tax liability. One of the best ways to improve your tax picture is to make sure you are taking advantage of the opportunities right…

The Retirement Lifestyle

The Retirement Lifestyle Written By: Kevin Reardon, CFP® Over the last three decades (wow, that’s a long time!), I’ve had the opportunity to help dozens of people plan for and live a successful retirement. It has been both a joy and a privilege! In February my colleague, Brian Ellenbecker, and I had the opportunity to…

Your Portfolio During Volatility and Inflation

Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline. The new year ushered in a renewed focus on inflation. The government’s most common inflation measure is the Consumer Price Index (CPI) which pushed through 7% in January and hit 7.87%…

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