How to Read Your Tax Return – the Schedules
How To Read Your Tax Return – The Schedules Updated October 2022 To learn the basics of your Form 1040, please reference part one of this blog series: How to…
How to Read Your Tax Return
How to Read Your Tax Return Updated March 2026 In addition to the financial planning and investment management we are always busy with, we’ve also been fielding many tax questions…
Give up Retirement for Lent? (It’s on “The List”)
On this Ash Wednesday, we wanted to share with you 40 Things to Give up for Lent: The List, by Phil Ressler, which was posted on Greater Things Today in 2015. (We hope he…
Visions of Retirement… from the Courtesy Shuttle
What’s Your Vision for Retirement? Recently I had to take my car into the dealership due to a recall. Normally, getting the car fixed is a…
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…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260