Anthem Data Breach (How to Protect Yourself)

With identity theft on the rise, are you concerned about the safety of your personal data? Steve Ballmer the former CEO of Microsoft said,“The number one benefit of information technology is that it empowers people to do what they want to do. It lets people be creative. It lets people be productive. It lets people…

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Rightsizing – Downsizing Your Home to Upsize Your Life

by Andrea Bulen Chad and I bought our first home in 2000. It was almost 100 years old, 1000 square feet, had a lovely deck and fenced in back yard that came with an old-fashioned manual/push reel mower. It took us about 15 minutes to mow the whole yard, 1 hour to rake leaves in…

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Life Insurance -Through a Financial Advisor’s (and Mother)’s Eyes

by Andrea Bulen Remember our conversation back in October (How Big is Your Umbrella?) when I told you that one of the occupational hazards of being a financial advisor is that we think of almost everything we know in terms of how it affects our family and friends? Well, here is another story that proves…

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Charlie Brown Goes to Wall Street

– by Kevin Reardon Have you seen the Charlie Brown episode where he takes the gang to Wall Street? The gang’s lemonade stand had a record year and they wanted to learn more about investing before they invested their 401k accounts. Charlie Brown took his good pals Lucy, Patty, Linus, Violet, Pig-Pen and even Snoopy…

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The Art of Intentional Spending

by Andrea Bulen Christmas is a time for overspending, overeating and general overindulging. Presents. Parties. Trips. Calories. Headaches. It all adds up. And it’s exhausting (your energy and your wallet). As I take a step back and look at my own haphazard Christmas spending, I’m wondering how much more happiness I’ve brought about with all…

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Open Enrollment – Medicare, Health Insurance and Group Benefits

It’s that time of year again… – by Andrea Bulen It is important to review items related to your finances on a regular basis. Fall is a good time of year to review your health insurance coverage and other employee benefits. Like it or not, many of us are forced into this via the Open…

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Medicare and Social Security for 2016

Clearing up some of the confusion… by Andrea Bulen If you are currently receiving Social Security benefits you have likely heard that you will NOT be receiving a raise next year. However, if you are also enrolled in Medicare Part B this means that Medicare premiums will NOT increase next year. This is due to…

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How Big is Your Umbrella?

by Andrea Bulen One of the occupational hazards of being a financial advisor is that we think of almost everything we know in terms of how it may affect our family or friends. We then feel compelled to share these concerns with everyone we know, which may lead our family and friends regretting that they…

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Grandparents – The Great Alaskan Guides

Grandparents – The Great Alaskan Guides By: Kevin Reardon Sometimes in life things just hit you. Like when my wife and I looked across the dinner table at our 3 teenage sons, all in need of a shave, and realized that they aren’t kids any more. When they started talking about a sticky high school…

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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260