Maximizing your Tax Bracket to Lower Lifetime Taxes
The tax code is incredibly complex and ever changing. Factor in changes to personal situations and it’s not uncommon to find people who understand little about their tax return and…
Tax Planning Strategies to Build Wealth
There is an old adage that says, ‘it’s not what you make that matters, it’s what you keep that can make a difference.’ When it comes to creating and managing…
Top 10 Tax Saving Ideas
Keep in mind the tax code changes frequently. Understanding what tax planning strategies are available, as well as how and when to use them is critical. 1. Pre-Tax Savings &…
What are RMDs and How do They Impact my Taxes?
What are RMDs? The IRS forces you to begin taking distributions from your IRAs and other retirement accounts at age 70 ½ (don’t ask me where they came up with…
Anticipating Expenses in Retirement
One of the single greatest variables to impact your retirement—and the one you have the greatest control of—are your living expenses. Understanding and anticipating living expenses is critical to retirement…
Pre-Retirement – Do I have enough Money to Retire?
You’ve worked your whole life with the hope of retiring someday to pursue your dreams. Now, that someday isn’t far away. You may be asking yourself, “Do I have enough…
What to Do When You Have Retirement Accounts with Various Providers
Diversification or Dispersion? We’ve all heard the phrase, ‘Don’t put all of your eggs in one basket’. For many people, they’ve taken this philosophy a little too far, having IRAs,…
Investing for Retirement
You’ve saved diligently over the years, frequently deferring gratification in the hopes of building a nest egg large enough to support you. The ups and downs of the market have…
I’m nearing Retirement, what should I do now?
You’ve planned well and you’re within 1-3 years of retirement. What are the key issues to secure a successful retirement? Tracking your Plan for Retirement Retirement planning is an ongoing…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260