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…
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…
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Shakespeare Wealth Management, LLC
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Pewaukee, WI 53072-5260