Are you Getting a Rebate? Where will it be Sent?
Are you getting a rebate and where will it be sent? Now that Congress and the President have authorized the payment of Tax Credit Rebates to many taxpayers, the…
CARES Act of 2020 Summary
Overview of the Coronavirus Aid, Relief and Economic Security Act of 2020 (CARES Act) The global impact of the novel Coronavirus (COVID-19) has been significant. This global pandemic, as declared…
Make Timely Tax Payments to Avoid Penalties
Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move towards the next tax filing season, it’s important to consider what your plan will be for ensuring…
Market Update + Interest Rates + Mortgage Rates + Corona Virus
The stock market is down more than 5% this morning and more than 15% in the last 30 days. Let’s review a few important items. Market Update: From our experience,…
Have US Stocks Risen Too Far and Too Fast?
Large-cap US stocks were up more than 13.5% for the most recent decade, 2010 – 2019. This is above historical averages – so should we be concerned the market has…
SECURE Act Tax Law
Excerpt from David Hulstrom, CFP®, CFA®, author: Congress gave us a year-end bill (here) that has financial planning implications. There are a lot of provisions that could affect the financial planning of our clients.…
Life Lessons – Grandma, who is your POA?
Last month we started the discussion on how to talk to your family about finances. We kept the conversation a bit vague. This month we encourage you to take things…
Life Lessons – Can we end the stigma of not talking to our family about finances?
Life Lessons – Can we end the stigma of not talking to our family about finances? Up until recently, financial education was not something specifically taught in schools; and…
We Love Health Savings Accounts (HSAs)
Why We Have Grown to Love Health Savings Accounts (HSAs) By now, most of us have at least heard of Health Savings Accounts (HSAs) and many of us have an…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260