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Newsletter | August 2021

 

Team Time

 

Your Shakespeare Dog Days of Summer Team wants to show you how much fun they are having in August!

 

1. Kevin's dog, Mocha loves the view out the window; 2. Brittany's Penny and Cooper take a moment to show off their posing prowess; 3. Nick's Fielder sits for one last picture before he heads into the boat; 4. Colleen's Phoebe, Taco, Tuesday and Tachi don't care what time of year it is as long as they are fed; 5. Colleen's Lionel likes to scare her daily with his dead dog impersonation, while soaking up all the driveway heat; and 6. Kevin's kitties are making sure none of those summer bugs are running around inside the house.

 

 

 

We can't forget those New Kids on the Block! 

 

1. Ryan's Piper loves playing outside; 2. Andrea's Aster would also love to play outside, if the kids would ever put her down!; and 3. Just like their dad, Brian's Ani and Leia love playing their own version of tennis. We think they are all very lucky to have such wonderful families to grow up with!

 

 

Recent Blogs | View From The Lake

 

 

 

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Tax Advantages Here!

 

Is gifting money to charity one of your estate planning goals? 

 

If so, it may make sense to designate a charity as a beneficiary of your traditional IRA/401(k).  Since qualified 501(c)(3) charitable organizations do not pay income tax, the full amount will directly benefit the charity of your choice. 

 

On the contrary, if the IRA/401(k) is left to individuals (such as your children), they will be required to pay ordinary income tax when they withdraw monies out of the account.  Since traditional IRAs/401(k)s are one of the least tax preferential investment accounts for individuals to inherit, this makes them the ideal account to be gifted to charity.  When implementing this strategy, be sure to coordinate with a qualified estate planning attorney and financial advisor.

Market Update at a Glance

Click here for more detail.

 

 

 

 

What's New at Shakespeare

 

We had a GREAT time at our Summer Party!

 

We hope you had as much fun as we did at our annual Summer Shredding Party at Pewaukee Yacht Club!  Pictures from the event can be found in our Photo Gallery online. If you missed it this year, we hope you can make it next year!

 

 

 

We are Hiring!

 

Do you know the perfect person to serve as our Client Service Specialist on our Shakespeare Team? If you know of someone who may be interested, please forward this link to them with position information, or give us a call!

 

- Kevin

 

Community Presence

 

Team Members with New Board Membership Positions:

 

 

  Nick Ziarek - CFA Society of Milwaukee

 

 

 

 

 

 

  Brittany Wiedmeyer - Treasurer,

  Milwaukee Habitat for Humanity Young Professionals (HYP)

 

 

 

 

 

We love running across evidence that Friends of Shakespeare are also living our core value of Community! Thank you, Firefly Real Estate for your generous donation to Habitat for Humanity, a cause near and dear to our hearts.

Colleen Schoenike attended the Global Leadership Summit with some of her friends at Hope Street Ministry.

 

Coming Soon (we hope you'll join us)!!

 

Wednesday, September 15th  12-1pm

 

Webinar:  Planning for Social Security Benefits

 

Brian Ellenbecker's free 45 minute webinar will cover many of the key aspects of Social Security Planning, including:

 

  • eligibility of benefits,
  • how benefits are calculated,
  • benefit claiming strategies, and
  • the current outlook of Social Security.

 

 

 

Wednesday, October 6th 4-6pm

1st ever Shakespeare Oktobeerfest (see what we did there?).

 

  • Craft Beer Tasting
  • Good Company

 

Beer has been bringing people together for thousands of years...

 

In fact, one beer archaeologist (yes, that's a thing) believes a thirst for beer heavily influenced human development, steering hunter-gatherers' decisions about which crops to grow and where to build permanent homes - and also played a key role in the development of religious rituals and art.

 

We know you'll want to come to this one! If we reach capacity, we will schedule an additional date to accommodate others.

RSVP to [email protected]

 

 

Lifestyle

 

 

Out & About

Nick and family spent a fun few days in the Northwoods... boating, kayaking, swimming, fishing, skiing, go-carting, and so much more!

Spotted!  Kevin and Chris out with their friend Giannis.  ;)  That's what we call "well connected."

Andrea and family catching the sunrise at Cadillac Mountain Acadia National Park in New Brunswick, NJ. Cue the Beatles' hit "Here Comes the Sun!"

Finally, on her 3rd attempt,with low iron levels getting in the way of her previous attempts, Colleen was able to successfully donate blood. Such an easy way to save lives!

Here he is... Captain Nick!

Strange resemblance?  We think so, right Kevin?

Andrea and family enjoying a whale & puffin watching cruise in Maine. They found the puffins, but no whales!

Colleen on a VeloCity "recovery" group ride (slang for relatively easy ride). Check them out for group rides every day of the week. Bonus: group rides finish at The Handlebar across from Pewaukee Lake for a cool-down beverage.

 

Health, Wealth & Happiness

 

Health, happiness and wealth depend upon each other. To reach your goals of a happy retirement, do not overlook the value of a health retirement. More than 80% of today's retirees say health is the most important ingredient for a happy retirement (valuing good health even over financial security).

 

August's Tip for a Happy Retirement -

Sunshine is good for the soul

 

... and a lot of other things, too! 

 

Studies show increased exposure to sunlight (in moderation... we don't want to get skin cancer) enhances your mood. Sunlight produces Vitamin D, which protects against depression, insomnia and an overactive immune system. Vitamin D also boosts skeletal health, reduces risk of hip fractures, colorectal cancer, strokes and heart attacks. It can also bolster memory and protect against dementia.

 

Avoid long hours in the sun at one time, but do try to get some exposure several days a week. So, grab a friend or family member for a nice leisurely walk in the sun!

 

 

Until Next Time!

 

               Shakespeare Wealth Management, LLC |  262-814-1600

                                                                                  N22 W27847 Edgewater Drive, Pewaukee, WI  53072

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