Estate Planning 102 (no, you’re not done yet)
What’s Next? After reading our Masking Tape Inheritance blog, you finally did it! You made the time to visit your estate planning attorney (with your spouse) to…
The Masking Tape Inheritance
Estate Planning 101 (the very basics) The Masking Tape Inheritance My husband and I recently visited my in-laws’ home. While helping them move a painting, I noticed a set of…
Final Transitions – Enhancing End of Life Planning
Now is the Time to Get Your Ducks in a Row Financial planning is always important, but becomes crucial during times of transition. The most significant transition of all deals…
Top Tips for Finding the Perfect Senior Living Community
The hunt for senior living Last month we talked about having the “tough conversations” with family regarding senior living preferences (nursing home, assisted living, or independent living situation). This month…
Promise you won’t put mom in a nursing home
Having the Tough Conversations Dad’s last words to his daughters were, “Promise you won’t put mom in a nursing home.” “Of course, Dad. Never.” What else are you going to…
Brexit and You
When we left the office last Thursday, the Dow stood at 18,011. By Friday morning, news started to hit that the United Kingdom voted to separate from the European Union.…
Rebalancing Reduces Risk and Increases Your Portfolio Returns
Our investment committee meets on a regular basis to evaluate our investment management practices and to ensure that our strategies are still the optimal way to manage your portfolio. Over…
Rightsizing – Part 3
In the first two parts of our rightsizing series, we gave you things to think about pertaining to WHY you might like to rightsize and WHEN may be a good…
Rightsizing – When and Where?
Last month we discussed why you may consider moving in retirement. This month we’ll discuss when to move and how to decide where the location should be. When to move…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260