Medicare Enrollment… What’s so Hard about That?
Medicare Enrollment… What’s so Hard about That? By: Andrea Bulen After working for the same company for 50 years, my father in-law (Bob) recently retired at the age of 68.…
"Bond King" resigns from PIMCO
By: Mark Ziety Bill Gross, famed “Bond King” and manager, founder, and chief investment officer from PIMCO, resigned on Friday. PIMCO has an extensive number of mutual funds commonly included…
Freshman Fifteen (thousand dollars -or more- disappeared!)
By: Kevin Reardon I’ve spent many-a-day helping clients plan for the education of their offspring. I hesitate to say it’s easy, but in the financial planning world, it’s what we…
How do you pick your team?
By: Andrea Bulen As most of you probably did, my family watched the Super Bowl this year. The event itself provided for a nice topic of discussion in our household…
We are Makin’ Waves… (with our new financial planning blog)
We the People of Shakespeare Wealth Management, in Order to form a more perfect Union (with our clients), establish Justice, insure financial Tranquility, provide for the common defence (against inflation,…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260