Skip to content
N22 W27847 EDGEWATER DRIVE, SUITE 101, PEWAUKEE, WI 53072-5260 |
262-814-1600
|
EMAIL US
Search
Search
Close
CLIENT PORTAL
Who We Are
Our Team
Our Approach
In the Community
Who We Serve
Client Testimonials
Fees & Minimums
FAQ
What We Do
Retirement Planning
Tax Planning
Investment Management
Women and Wealth
Selling A Business
Death Of A Loved One
Legacy Planning
Career Change
Resources
Events
Blogs
Contact Us
×
Who We Are
Our Team
Our Approach
In the Community
Who We Serve
Client Testimonials
Fees & Minimums
FAQ
What We Do
Retirement Planning
Tax Planning
Investment Management
Women and Wealth
Selling A Business
Death Of A Loved One
Legacy Planning
Career Change
Resources
Events
Blogs
Contact Us
Shakespeare Blog: View from the Lake
Share
Click to see full article:
The Bottom Line | 2020 Edition
|
Brian J. Ellenbecker, CFP, EA, CPWA, CIMA, CLTC
<iframe><br/><div class='heateorSssClear'></div><div class='heateor_sss_sharing_container heateor_sss_horizontal_sharing' data-heateor-sss-href='https://www.shakespearewm.com/managing-financial-risk-in-your-personal-life/'><div class='heateor_sss_sharing_title' style="font-weight:bold" >Share</div><div class="heateor_sss_sharing_ul"><a aria-label="Facebook" class="heateor_sss_facebook" href="https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.shakespearewm.com%2Fmanaging-financial-risk-in-your-personal-life%2F" title="Facebook" rel="nofollow noopener" target="_blank" style="font-size:32px!important;box-shadow:none;display:inline-block;vertical-align:middle"><span class="heateor_sss_svg" style="background-color:#0765FE;width:32px;height:32px;display:inline-block;opacity:1;float:left;font-size:32px;box-shadow:none;display:inline-block;font-size:16px;padding:0 4px;vertical-align:middle;background-repeat:repeat;overflow:hidden;padding:0;cursor:pointer;box-sizing:content-box"><svg style="display:block;" focusable="false" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" width="100%" height="100%" viewBox="0 0 32 32"><path fill="#fff" d="M28 16c0-6.627-5.373-12-12-12S4 9.373 4 16c0 5.628 3.875 10.35 9.101 11.647v-7.98h-2.474V16H13.1v-1.58c0-4.085 1.849-5.978 5.859-5.978.76 0 2.072.15 2.608.298v3.325c-.283-.03-.775-.045-1.386-.045-1.967 0-2.728.745-2.728 2.683V16h3.92l-.673 3.667h-3.247v8.245C23.395 27.195 28 22.135 28 16Z"></path></svg></span></a><a aria-label="Linkedin" class="heateor_sss_button_linkedin" href="https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.shakespearewm.com%2Fmanaging-financial-risk-in-your-personal-life%2F" title="Linkedin" rel="nofollow noopener" target="_blank" style="font-size:32px!important;box-shadow:none;display:inline-block;vertical-align:middle"><span class="heateor_sss_svg heateor_sss_s__default heateor_sss_s_linkedin" style="background-color:#0077b5;width:32px;height:32px;display:inline-block;opacity:1;float:left;font-size:32px;box-shadow:none;display:inline-block;font-size:16px;padding:0 4px;vertical-align:middle;background-repeat:repeat;overflow:hidden;padding:0;cursor:pointer;box-sizing:content-box"><svg style="display:block;" focusable="false" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" width="100%" height="100%" viewBox="0 0 32 32"><path d="M6.227 12.61h4.19v13.48h-4.19V12.61zm2.095-6.7a2.43 2.43 0 0 1 0 4.86c-1.344 0-2.428-1.09-2.428-2.43s1.084-2.43 2.428-2.43m4.72 6.7h4.02v1.84h.058c.56-1.058 1.927-2.176 3.965-2.176 4.238 0 5.02 2.792 5.02 6.42v7.395h-4.183v-6.56c0-1.564-.03-3.574-2.178-3.574-2.18 0-2.514 1.7-2.514 3.46v6.668h-4.187V12.61z" fill="#fff"></path></svg></span></a><a aria-label="Email" class="heateor_sss_email" href="https://www.shakespearewm.com/managing-financial-risk-in-your-personal-life/" onclick="event.preventDefault();window.open('mailto:?subject=' + decodeURIComponent('Managing%20financial%20risk%20in%20your%20personal%20life').replace('&', '%26') + '&body=https%3A%2F%2Fwww.shakespearewm.com%2Fmanaging-financial-risk-in-your-personal-life%2F', '_blank')" title="Email" rel="nofollow noopener" style="font-size:32px!important;box-shadow:none;display:inline-block;vertical-align:middle"><span class="heateor_sss_svg" style="background-color:#649a3f;width:32px;height:32px;display:inline-block;opacity:1;float:left;font-size:32px;box-shadow:none;display:inline-block;font-size:16px;padding:0 4px;vertical-align:middle;background-repeat:repeat;overflow:hidden;padding:0;cursor:pointer;box-sizing:content-box"><svg style="display:block;" focusable="false" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" width="100%" height="100%" viewBox="-.75 -.5 36 36"><path d="M 5.5 11 h 23 v 1 l -11 6 l -11 -6 v -1 m 0 2 l 11 6 l 11 -6 v 11 h -22 v -11" stroke-width="1" fill="#fff"></path></svg></span></a><a class="heateor_sss_more" title="More" rel="nofollow noopener" style="font-size: 32px!important;border:0;box-shadow:none;display:inline-block!important;font-size:16px;padding:0 4px;vertical-align: middle;display:inline;" href="https://www.shakespearewm.com/managing-financial-risk-in-your-personal-life/" onclick="event.preventDefault()"><span class="heateor_sss_svg" style="background-color:#ee8e2d;width:32px;height:32px;display:inline-block!important;opacity:1;float:left;font-size:32px!important;box-shadow:none;display:inline-block;font-size:16px;padding:0 4px;vertical-align:middle;display:inline;background-repeat:repeat;overflow:hidden;padding:0;cursor:pointer;box-sizing:content-box;" onclick="heateorSssMoreSharingPopup(this, 'https://www.shakespearewm.com/managing-financial-risk-in-your-personal-life/', 'Managing%20financial%20risk%20in%20your%20personal%20life', '' )"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="-.3 0 32 32" version="1.1" width="100%" height="100%" style="display:block;" xml:space="preserve"><g><path fill="#fff" d="M18 14V8h-4v6H8v4h6v6h4v-6h6v-4h-6z" fill-rule="evenodd"></path></g></svg></span></a></div><div class="heateorSssClear"></div></div><div class='heateorSssClear'></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div><!-- .fl-page-content --> <footer class="fl-builder-content fl-builder-content-8536 fl-builder-global-templates-locked" data-post-id="8536" data-type="footer" itemscope="itemscope" itemtype="http://schema.org/WPFooter"><div class="fl-row fl-row-full-width fl-row-bg-color fl-node-5b48614dca49d fl-row-default-height fl-row-align-center footer-row" data-node="5b48614dca49d"> <div class="fl-row-content-wrap"> <div class="fl-row-content fl-row-fixed-width fl-node-content"> <div class="fl-col-group fl-node-5b48614dca4e1" data-node="5b48614dca4e1"> <div class="fl-col fl-node-5b48614dca5ac fl-col-small footer-col logo-col" data-node="5b48614dca5ac"> <div class="fl-col-content fl-node-content"><div class="fl-module fl-module-pp-image fl-node-dmw52jo1kyhp" data-node="dmw52jo1kyhp"> <div class="fl-module-content fl-node-content"> <div class="pp-photo-container"> <div class="pp-photo pp-photo-align-left pp-photo-align-responsive-default" itemscope itemtype="http://schema.org/ImageObject"> <div class="pp-photo-content"> <div class="pp-photo-content-inner"> <a href="https://www.shakespearewm.com" target="_self" itemprop="url"> <img loading="lazy" decoding="async" class="pp-photo-img wp-image-20434 size-full" src="https://www.shakespearewm.com/wp-content/uploads/2018/07/SWM-Full-Color-PNG-300dpi.png" alt="SWM - Full Color - PNG 300dpi" itemprop="image" height="1243" width="3435" srcset="https://www.shakespearewm.com/wp-content/uploads/2018/07/SWM-Full-Color-PNG-300dpi.png 3435w, https://www.shakespearewm.com/wp-content/uploads/2018/07/SWM-Full-Color-PNG-300dpi-300x109.png 300w, https://www.shakespearewm.com/wp-content/uploads/2018/07/SWM-Full-Color-PNG-300dpi-1024x371.png 1024w, https://www.shakespearewm.com/wp-content/uploads/2018/07/SWM-Full-Color-PNG-300dpi-768x278.png 768w, https://www.shakespearewm.com/wp-content/uploads/2018/07/SWM-Full-Color-PNG-300dpi-1536x556.png 1536w, https://www.shakespearewm.com/wp-content/uploads/2018/07/SWM-Full-Color-PNG-300dpi-2048x741.png 2048w" sizes="(max-width: 3435px) 100vw, 3435px" title="SWM - Full Color - PNG 300dpi" /> <div class="pp-overlay-bg"></div> </a> </div> </div> </div> </div> </div> </div> <div class="fl-module fl-module-pp-social-icons fl-node-v1m7beqw4kid footer-social-icons" data-node="v1m7beqw4kid"> <div class="fl-module-content fl-node-content"> <div class="pp-social-icons pp-social-icons-horizontal"> <span class="pp-social-icon" itemscope itemtype="https://schema.org/Organization"> <link itemprop="url" href="https://www.shakespearewm.com"> <a itemprop="sameAs" href="https://www.facebook.com/ShakespeareWM/" target="_blank" title="" aria-label="" role="button" rel="noopener noreferrer external" > <i class="icon-facebook"></i> </a> </span> <span class="pp-social-icon" itemscope itemtype="https://schema.org/Organization"> <link itemprop="url" href="https://www.shakespearewm.com"> <a itemprop="sameAs" href="https://www.linkedin.com/company/shakespeare-wealth-management/" target="_blank" title="" aria-label="" role="button" rel="noopener noreferrer external" > <i class="icon-linkedin"></i> </a> </span> <span class="pp-social-icon" itemscope itemtype="https://schema.org/Organization"> <link itemprop="url" href="https://www.shakespearewm.com"> <a itemprop="sameAs" href="https://twitter.com/ShakespeareWM" target="_blank" title="" aria-label="" role="button" rel="noopener noreferrer external" > <i class="icon-twitter"></i> </a> </span> <span class="pp-social-icon" itemscope itemtype="https://schema.org/Organization"> <link itemprop="url" href="https://www.shakespearewm.com"> <a itemprop="sameAs" href="https://www.youtube.com/channel/UCBT8Sqjesggu5x0lgzJAbnA" target="_blank" title="" aria-label="" role="button" rel="noopener noreferrer external" > <i class="icon-Layer-2"></i> </a> </span> </div> </div> </div> </div> </div> <div class="fl-col fl-node-5b48614dca56a fl-col-small footer-col menu-col" data-node="5b48614dca56a"> <div class="fl-col-content fl-node-content"><div class="fl-module fl-module-heading fl-node-ux6v8rtbsnae" data-node="ux6v8rtbsnae"> <div class="fl-module-content fl-node-content"> <h4 class="fl-heading"> <span class="fl-heading-text">All-Inclusive Services</span> </h4> </div> </div> <div class="fl-module fl-module-widget fl-node-e7p0broi1u8d grid-menu-style" data-node="e7p0broi1u8d"> <div class="fl-module-content fl-node-content"> <div class="fl-widget"> <div class="widget widget_nav_menu"><div class="menu-all-inclusive-services-bb-footer-container"><ul id="menu-all-inclusive-services-bb-footer" class="menu"><li id="menu-item-18080" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-18080"><a href="https://www.shakespearewm.com/what-we-do/retirement-planning/">Retirement Planning</a></li> <li id="menu-item-18082" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-18082"><a href="https://www.shakespearewm.com/what-we-do/tax-planning/">Tax Planning</a></li> <li id="menu-item-18078" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-18078"><a href="https://www.shakespearewm.com/what-we-do/investment-management/">Investment Management</a></li> <li id="menu-item-18083" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-18083"><a href="https://www.shakespearewm.com/what-we-do/women-and-wealth/">Women and Wealth</a></li> <li id="menu-item-18081" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-18081"><a href="https://www.shakespearewm.com/what-we-do/selling-a-business/">Selling A Business</a></li> <li id="menu-item-18077" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-18077"><a href="https://www.shakespearewm.com/what-we-do/death-of-a-loved-one/">Death Of A Loved One</a></li> <li id="menu-item-18079" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-18079"><a href="https://www.shakespearewm.com/what-we-do/legacy-planning/">Legacy Planning</a></li> <li id="menu-item-18076" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-18076"><a href="https://www.shakespearewm.com/what-we-do/career-change/">Career Change</a></li> </ul></div></div></div> </div> </div> </div> </div> <div class="fl-col fl-node-5b48614dca526 fl-col-small footer-col menu-col" data-node="5b48614dca526"> <div class="fl-col-content fl-node-content"><div class="fl-module fl-module-heading fl-node-xtjvwr1im5a2" data-node="xtjvwr1im5a2"> <div class="fl-module-content fl-node-content"> <h4 class="fl-heading"> <span class="fl-heading-text">Regulatory Documents</span> </h4> </div> </div> <div class="fl-module fl-module-widget fl-node-l61n8fbvtarz" data-node="l61n8fbvtarz"> <div class="fl-module-content fl-node-content"> <div class="fl-widget"> <div class="widget widget_nav_menu"><div class="menu-regulatory-documents-container"><ul id="menu-regulatory-documents" class="menu"><li id="menu-item-6038" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6038"><a target="_blank" rel="noopener" href="https://www.shakespearewm.com/wp-content/uploads/2024/05/Form-CRS_Shakespeare-Wealth-Management_11.07.2023.pdf">Client Relationship Summary</a></li> <li id="menu-item-925" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-925"><a target="_blank" rel="noopener" href="https://www.shakespearewm.com/wp-content/uploads/2024/04/Combined-ADV-3.13.24.pdf">ADV Form</a></li> <li id="menu-item-928" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-928"><a target="_blank" rel="noopener" href="https://www.shakespearewm.com/wp-content/uploads/2024/01/Exhibit-D_Shakespeare-Privacy-Notice-2023.pdf">Privacy Policy</a></li> <li id="menu-item-3290" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-3290"><a target="_blank" rel="noopener" href="https://www.shakespearewm.com/website-disclosure/">Website Disclosure</a></li> </ul></div></div></div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="fl-row fl-row-full-width fl-row-bg-color fl-node-5b48614dca365 fl-row-default-height fl-row-align-center copyright-row" data-node="5b48614dca365"> <div class="fl-row-content-wrap"> <div class="fl-row-content fl-row-fixed-width fl-node-content"> <div class="fl-col-group fl-node-5b48614dca3bb" data-node="5b48614dca3bb"> <div class="fl-col fl-node-5b48614dca40a" data-node="5b48614dca40a"> <div class="fl-col-content fl-node-content"><div class="fl-module fl-module-rich-text fl-node-5b48614dca457" data-node="5b48614dca457"> <div class="fl-module-content fl-node-content"> <div class="fl-rich-text"> <p>Copyright © 2023 · Shakespeare Wealth Management, LLC · All Rights Reserved</p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </footer> </div><!-- .fl-page --> <script> ( function ( body ) { 'use strict'; body.className = body.className.replace( /\btribe-no-js\b/, 'tribe-js' ); } )( document.body ); </script> <script> /* <![CDATA[ */var tribe_l10n_datatables = {"aria":{"sort_ascending":": activate to sort column ascending","sort_descending":": activate to sort column descending"},"length_menu":"Show _MENU_ entries","empty_table":"No data available in table","info":"Showing _START_ to _END_ of _TOTAL_ entries","info_empty":"Showing 0 to 0 of 0 entries","info_filtered":"(filtered from _MAX_ total entries)","zero_records":"No matching records found","search":"Search:","all_selected_text":"All items on this page were selected. ","select_all_link":"Select all pages","clear_selection":"Clear Selection.","pagination":{"all":"All","next":"Next","previous":"Previous"},"select":{"rows":{"0":"","_":": Selected %d rows","1":": Selected 1 row"}},"datepicker":{"dayNames":["Sunday","Monday","Tuesday","Wednesday","Thursday","Friday","Saturday"],"dayNamesShort":["Sun","Mon","Tue","Wed","Thu","Fri","Sat"],"dayNamesMin":["S","M","T","W","T","F","S"],"monthNames":["January","February","March","April","May","June","July","August","September","October","November","December"],"monthNamesShort":["January","February","March","April","May","June","July","August","September","October","November","December"],"monthNamesMin":["Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec"],"nextText":"Next","prevText":"Prev","currentText":"Today","closeText":"Done","today":"Today","clear":"Clear"},"registration_prompt":"There is unsaved attendee information. Are you sure you want to continue?"};/* ]]> */ </script><script src="https://www.shakespearewm.com/wp-content/plugins/bb-plugin/js/jquery.ba-throttle-debounce.min.js?ver=2.7.3.1" id="jquery-throttle-js"></script> <script src="https://www.shakespearewm.com/wp-content/uploads/bb-plugin/cache/acc551edb61e59a4dae2973ea4f7f986-layout-bundle.js?ver=2.7.3.1-1.4.8" id="fl-builder-layout-bundle-acc551edb61e59a4dae2973ea4f7f986-js"></script> <script id="heateor_sss_sharing_js-js-before"> function heateorSssLoadEvent(e) {var t=window.onload;if (typeof window.onload!="function") {window.onload=e}else{window.onload=function() {t();e()}}}; var heateorSssSharingAjaxUrl = 'https://www.shakespearewm.com/wp-admin/admin-ajax.php', heateorSssCloseIconPath = 'https://www.shakespearewm.com/wp-content/plugins/sassy-social-share/public/../images/close.png', heateorSssPluginIconPath = 'https://www.shakespearewm.com/wp-content/plugins/sassy-social-share/public/../images/logo.png', heateorSssHorizontalSharingCountEnable = 0, heateorSssVerticalSharingCountEnable = 0, heateorSssSharingOffset = -10; var heateorSssMobileStickySharingEnabled = 0;var heateorSssCopyLinkMessage = "Link copied.";var heateorSssUrlCountFetched = [], heateorSssSharesText = 'Shares', heateorSssShareText = 'Share';function heateorSssPopup(e) {window.open(e,"popUpWindow","height=400,width=600,left=400,top=100,resizable,scrollbars,toolbar=0,personalbar=0,menubar=no,location=no,directories=no,status")} </script> <script src="https://www.shakespearewm.com/wp-content/plugins/sassy-social-share/public/js/sassy-social-share-public.js?ver=3.3.65" id="heateor_sss_sharing_js-js"></script> <script id="fl-automator-js-extra"> var themeopts = {"medium_breakpoint":"992","mobile_breakpoint":"768","scrollTopPosition":"800"}; </script> <script src="https://www.shakespearewm.com/wp-content/themes/bb-theme/js/theme.min.js?ver=1.7.14" id="fl-automator-js"></script> <script> (function(){ var s = document.createElement('script'); var h = document.querySelector('head') || document.body; s.src = 'https://acsbapp.com/apps/app/dist/js/app.js'; s.async = true; s.onload = function(){ acsbJS.init({ statementLink : '', footerHtml : 'Web Accessibility Provided By Thrive Agency', hideMobile : false, hideTrigger : false, disableBgProcess : false, language : 'en', position : 'left', leadColor : '#305252', triggerColor : '#8e8858', triggerRadius : '50%', triggerPositionX : 'left', triggerPositionY : 'bottom', triggerIcon : 'wheels', triggerSize : 'medium', triggerOffsetX : 20, triggerOffsetY : 20, mobile : { triggerSize : 'small', triggerPositionX : 'left', triggerPositionY : 'center', triggerOffsetX : 10, triggerOffsetY : 0, triggerRadius : '50%' } }); }; h.appendChild(s); })(); </script></body> </html>
