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…
Selecting the Best Tax Preparer
Source: http://time.com/money/4193016/how-pick-tax-preparer/ Tax preparation is no easy job. The IRS finds that more than half of tax payers hire a professional to do this daunting task every tax season. You shouldn’t…
4 Ways to Pamper Yourself in Retirement without Breaking the Bank
“There’s often a combination of excitement and anxiety as people approach retirement. The excitement comes from having more free time, but the anxiety comes from figuring out how much can…
Financial Advisors, Attorneys & Accountants Working Together to Build A Unified Financial Plan
Financial Advisors, Attorneys and Accountants Working Together to Build a Unified Financial Plan Do you feel you’re receiving the most accurate and honest financial advice from your current advisor(s)? You…
Our Most Recommended Books
In honor of National Book Lover’s Day, we wanted to share with you our most recommended novels. Kevin Reardon: Leadership and Self-Deception This book takes a totally different approach to…
Why Tax Planning is Essential: Life Transitions & How They Affect Your Taxes
An elite athlete trains all year, for years at a time. They are physically able to do things that most of us can only dream of. Throughout the course of…
Protect your Retirement from Income Taxes
There are a several ways financial advisors can decrease the toll taxes take on retiree clients’ portfolios. Shakespeare President, Kevin Reardon, shares his thoughts on the matter in this CNBC…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260