Know Your Numbers: A Guide to Financial Health
Last month I was required to complete a “Wellness Screening” as a part of my annual health insurance enrollment. The goal of the screening was to measure my cholesterol levels,…
Top Mistakes People Make When Planning for Retirement
Imagine sky diving without a parachute, scuba diving without an oxygen tank, mountain climbing without rope. We can all agree it’s impossible and insane to achieve any of these pursuits…
6 Ways for Successful Individuals to Save for Retirement
Saving money is always a good thing. It creates financial security and helps us achieve goals that are important to us. But saving money comes with challenges. Most of us…
Retirement Planning for High Income Earners
Pre-Retirement You’ve worked hard your entire life, raised a family, saved diligently, and now retirement is a few years away. In the last 10 years, you’ve seen your assets grow…
The First Self-Made Woman Millionaire
Who Knew!?! Did you ever wonder who the first Self-Made Woman Millionaire was? Well, we did. Our research led us to Sarah Breedlove, aka Madam C.J. Walker. It is indeed amazing that she…
Equifax Cyberattack – Next Steps
Part Two – Next Steps for Your Protection! As a follow-up to our recent blog with immediate steps you should take after the Equifax data breach, we want to provide…
Financial Issues Women Face (and their Solutions)
There are significant differences between men and women, especially—and unfortunately—when it comes to money. Many of these differences are not positive for women and require special care and attention to…
Equifax Cyberattack – Taking Action
Equifax, one of the three credit reporting agencies, announced there was a data breach which exposed 143 million records including names, addresses, Social Security numbers, birth dates, credit card numbers,…
Finding the Right Financial Planner – A Step by Step Guide
Perhaps you’ve worked occasionally with a financial advisor in the past, but for the most part you’ve been in charge of your managing your own finances. With the passage of…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260