How-To Guide for a Great Thanksgiving
The turkey has been bought, the pies are being prepared, and we’re all busy preparing to celebrate our annual day of giving thanks. As we approach the big day, let’s…
Budgets Gone Bad – How Successful People Get in Financial Hot Water
This title sounds like something you’d read on the cover of a magazine in the checkout line at the grocery store, relating to something other than personal finances. You might think…
The 4 Everyday Habits You Need For Successful Financial Planning
You’ve probably seen articles across websites, newspapers and magazines with variations of a title that reads “The Most Successful People do ‘This’ to Stay Ahead.” The articles then proceed to…
Did my portfolio beat the S&P 500?
One of the most common questions we receive from clients relates to the performance of investment accounts. It’s a fair question. You entrust us to manage your money and you…
What your Grandkids can teach you about Financial Planning
One of the best things about having little ones around is they teach you all about the small joys in life. Picture the last time you were with your grandkids,…
Your Parents’ Inheritance
Your parents called, and they asked me to write you this note about what to do when inheriting their money. I wasn’t thrilled with the idea, but they are good…
Case Study: Planning Issues for Spouses with Large Age Differential
Love has no age limit. Couples who meet in high school or college are typically less than 4 years apart in age. However, when spouses marry later in life, the…
Financial Planning for the One Who Has It All
Imagine this. We are going to take everything from you except the clothes on your back. Now we are going to give you a bag of money that equals your…
Why your Pastor may Refer you to a Financial Planner
As you settle into the pews for Sunday service, the pastor mentions to the congregation that it’s ‘Giving Sunday’ – the annual ritual of giving parishioners the opportunity to give,…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260