Donating Appreciated Stock vs. Using a Qualified Charitable Distribution
For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit. Two of the most popular options are donating…
Estate Planning at Different Stages of Life
By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’…
Digital Currency Versus Bitcoin and the Future of Money
By Daniel Burrus – one of the World’s Leading Futurists on Global Trends and Disruptive Innovation. When Bitcoin debuted in 2009, I published an article making a few predictions using…
Family Love Letters
By Kevin Reardon CFP® Family Love Letters What are family love letters? We have all heard stories of someone on their death bed who said, “there are some things that I…
Planning Strategies Under a Lower Estate Tax Exemption
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Estate tax planning has seen dramatic changes over the past 20 years. In 2000, the estate tax exemption was just $675,000 with a top…
President Biden’s Tax Proposals and How They May Affect You
By Nick Ziarek CFP®, CFA How Will President Biden’s Tax Proposals Affect You? Tax reform is a front burner topic as President Biden advances issues core to his campaign and,…
Unexpected Wedding Costs
By Ryan Rink CFP®, ChFC®, CLTC® Planning and Prioritizing Wedding Expenses Are you or someone you know getting married in the near future? This is one of the most exciting…
Andrea’s Tip of the Month June 2021
Termination Risk for your Long-Term Care Policy! If you have long-term care insurance, it’s likely you pay your premium on an annual basis after your insurance company sends you a…
Retirement Spending: There are Trade-Offs
By Kevin Reardon CFP® You have worked your whole life, saved well, and are ready to retire. It’s important to know how much you can pull from your assets during retirement…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260