My Dog’s Deferred Gratification
Can you teach an old dog new tricks? A week ago, I was working in my yard with Mocha (our chocolate lab) outside with me. Mocha understands when I’m in work…
Why Do I Owe Money On My Tax Return? Chortek Weighs In.
GUEST POST: Taxpayers Surprised They Owe By Michael C. Radtke, Partner, CPA, CVA Chortek CPAS | Business Advisors “Why do I owe money on my tax return?” Were you surprised by…
Long-Term Care in the 21st Century
If we look back through history, we’ll note that caring for those who became elderly or disabled was handled far differently than it is today. In the late 1800’s and…
Plan for Extended Health Care Needs Now, While You’re Healthy
By Michael Smith,LUTCF, President of CPS Horizon During the last 2-3 years I have seen a significant increase in people learning more and taking action for long-term care planning. …
Documents to Provide to Your CPA
It’s officially tax season — that time of year our friendly neighborhood CPAs begin hibernating in their offices… and the time you need to provide documents to your CPA. As…
How Long to Keep Financial Records
We are often asked how long to keep financial records. To answer that question, let’s take a look at various types of documents: Tax Returns: The IRS recommends keeping tax…
What is Your Legacy?
We live in a fast-paced world, with an onslaught of activities and information that distracts us from thinking about what’s truly important in life. We’re so busy trying to get everything done,…
Congratulations to our 2018 Service Award Winners!
Shakespeare’s core values are Faith, Family and Fiduciary. Community service and giving back to our communities is one of the main ways we demonstrate each of these core values. It’s…
Year-End Tax Planning Considerations
The Tax Cut and Jobs Act (TCJA) passed late last year has kept us busy throughout 2018. With 12/31 quickly approaching, we wanted to summarize year-end planning strategies to consider.…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260