The American Rescue Plan Act of 2021
On March 11, President Biden signed the American Rescue Plan Act into law, his first major piece of legislation as president. There are a large number of provisions in this…
Top Ten NON-Tax Estate Planning Tips
Historically, planning to avoid paying estate tax when you pass away was a top-priority discussion for many families. However, estate taxes currently apply only if you have an estate…
Bitcoin – Should you “invest?”
By Nick Ziarek CFP®, CFA Should you “invest” in Bitcoin? The popularity of cryptocurrencies, and in particular Bitcoin, center around people’s varying beliefs in its role in the global landscape…
Can the Party for Growth Stocks Continue?
By Nick Ziarek CFP®, CFA
Guest Blog – 5 Gift Options for Tax Savvy Charitable Planning
Maybe you’re charitably minded or perhaps you have a tax situation such as a high-income year from selling a business or property? Then consider five ways to…
The “Right” Way to Add Adult Children to Your Bank Accounts
There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts. It’s a scenario we see often-an older adult wants to add one of…
Benefits of Donating to Charity Using Your Retirement Assets
How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift from your IRA to…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
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Pewaukee, WI 53072-5260