Fishing for Returns
Fishing for Investment Returns Having just returned from our annual Canadian fishing trip and having spent lots of time sitting in the boat doing nothing, my mind had free range to roam. Most…
Legacy and Traditions
From Family Traditions to Legacy My father was an avid fisherman. To satiate his hobby, and to appease my mother, my brothers and I tagged along on his fishing excursions. When I was…
Taking Inventory of Your Life Insurance Policies
As financial advisors we see all different kinds of life insurance policies that were sold for all different reasons at all different times of life. Here are a few examples:…
Taxes and Consumption
Taxes and Lifestyle – Competing Forces With tax season behind us, I figured now is a great time to write an article related to taxes. Writing about tax strategies is…
My Dog’s Deferred Gratification
Can you teach an old dog new tricks? A week ago, I was working in my yard with Mocha (our chocolate lab) outside with me. Mocha understands when I’m in work…
Why Do I Owe Money On My Tax Return? Chortek Weighs In.
GUEST POST: Taxpayers Surprised They Owe By Michael C. Radtke, Partner, CPA, CVA Chortek CPAS | Business Advisors “Why do I owe money on my tax return?” Were you surprised by…
Long-Term Care in the 21st Century
If we look back through history, we’ll note that caring for those who became elderly or disabled was handled far differently than it is today. In the late 1800’s and…
Plan for Extended Health Care Needs Now, While You’re Healthy
By Michael Smith,LUTCF, President of CPS Horizon During the last 2-3 years I have seen a significant increase in people learning more and taking action for long-term care planning. …
Documents to Provide to Your CPA
It’s officially tax season — that time of year our friendly neighborhood CPAs begin hibernating in their offices… and the time you need to provide documents to your CPA. As…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260