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,…
Your Parents’ Inheritance
Your parents called, and they asked me to write you this note about what to do when inheriting their money. I wasn’t thrilled with the idea, but they are good…
Case Study: Planning Issues for Spouses with Large Age Differential
Love has no age limit. Couples who meet in high school or college are typically less than 4 years apart in age. However, when spouses marry later in life, the…
Financial Planning for the One Who Has It All
Imagine this. We are going to take everything from you except the clothes on your back. Now we are going to give you a bag of money that equals your…
Why your Pastor may Refer you to a Financial Planner
As you settle into the pews for Sunday service, the pastor mentions to the congregation that it’s ‘Giving Sunday’ – the annual ritual of giving parishioners the opportunity to give,…
Estate Planning from the Cottage Pier
You’ve all read the articles about the importance of having a well drafted estate plan. The articles start with the importance of having a Will, then dovetail into the necessity…
Retirement Income Strategies: A Case Study
Retirement is top of mind for many of us, especially those of us who can see the finish line less than a few years away. You’ve likely saved your entire…
What is the Best Investment Strategy?
If you ask 10 different financial advisors how they would invest a client’s money, you’ll get 10 different answers. So, what’s the best strategy? Shakespeare believes the best investment strategy…
Bunching Charitable Gifts and Property Taxes to Save Money
The new tax law signed into law in December 2017 for future tax years increased the standard deduction from $12,000 to $24,000 for married couples, and half that amount for…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260