Go Dick Go! One Man’s Retirement “Road” Map
By Kevin Reardon CFP® How to live a fulfilled life in retirement. As financial planners, we have the great privilege of guiding people into and through retirement. It is a time…
When Should I Start Taking Social Security?
By Kevin Reardon CFP® We are asked this question more than any other. Like most things in life, there is no perfect answer. However, there are guidelines and considerations in making this…
Generational Wealth Planning
Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation? Generational Wealth Planning (GWP)…
Jump-Start Your Child’s Retirement with a Roth IRA
How to Jump-Start Your Child’s Retirement One of the best retirement savings vehicles is the Roth IRA. With a Roth IRA, you make after-tax contributions, experience tax-free growth and have…
How to Reduce Premiums on Your Marketplace Plan
As a part of the American Rescue Plan of 2021, Premium Assistance Tax Credits have been increased for anyone who is enrolled in a Marketplace plan for 2021 or…
IRS Provides Details on April 15 Postponement
On Monday, March 29, the IRS issued additional guidance and details on its announcement to postpone the April 15 tax filing deadline for 2020 individual tax returns. Below are the…
Social Security Benefits for Spouses, Children and Survivors
Choosing when to apply for Social Security benefits is an important decision and can greatly impact a person’s ability to meet their retirement goals. The decision becomes more complex if…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260