How Long to Keep Financial Records
We are often asked how long to keep financial records. To answer that question, let’s take a look at various types of documents: Tax Returns: The IRS recommends keeping tax…
What is Your Legacy?
We live in a fast-paced world, with an onslaught of activities and information that distracts us from thinking about what’s truly important in life. We’re so busy trying to get everything done,…
Congratulations to our 2018 Service Award Winners!
Shakespeare’s core values are Faith, Family and Fiduciary. Community service and giving back to our communities is one of the main ways we demonstrate each of these core values. It’s…
Year-End Tax Planning Considerations
The Tax Cut and Jobs Act (TCJA) passed late last year has kept us busy throughout 2018. With 12/31 quickly approaching, we wanted to summarize year-end planning strategies to consider.…
How-To Guide for a Great Thanksgiving
The turkey has been bought, the pies are being prepared, and we’re all busy preparing to celebrate our annual day of giving thanks. As we approach the big day, let’s…
Budgets Gone Bad – How Successful People Get in Financial Hot Water
This title sounds like something you’d read on the cover of a magazine in the checkout line at the grocery store, relating to something other than personal finances. You might think…
The 4 Everyday Habits You Need For Successful Financial Planning
You’ve probably seen articles across websites, newspapers and magazines with variations of a title that reads “The Most Successful People do ‘This’ to Stay Ahead.” The articles then proceed to…
Did my portfolio beat the S&P 500?
One of the most common questions we receive from clients relates to the performance of investment accounts. It’s a fair question. You entrust us to manage your money and you…
What your Grandkids can teach you about Financial Planning
One of the best things about having little ones around is they teach you all about the small joys in life. Picture the last time you were with your grandkids,…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260