Estate Planning from the Cottage Pier
You’ve all read the articles about the importance of having a well drafted estate plan. The articles start with the importance of having a Will, then dovetail into the necessity…
Retirement Income Strategies: A Case Study
Retirement is top of mind for many of us, especially those of us who can see the finish line less than a few years away. You’ve likely saved your entire…
What is the Best Investment Strategy?
If you ask 10 different financial advisors how they would invest a client’s money, you’ll get 10 different answers. So, what’s the best strategy? Shakespeare believes the best investment strategy…
Bunching Charitable Gifts and Property Taxes to Save Money
The new tax law signed into law in December 2017 for future tax years increased the standard deduction from $12,000 to $24,000 for married couples, and half that amount for…
Tax Planning Strategies in the Real World
Each Spring all of us participate in the wonderful ‘exercise’ of completing our taxes and submitting them to Uncle Sam. Every year we wonder if there are any strategies that…
Tax Planning Strategies for Retirement: A Case Study
“Tax planning” sounds like something mysterious done only for the Rockefellers or Carnegies. In reality, it’s an important part of every financial plan. In an effort to make this typically…
Building a Durable Investment Plan for your Retirement
Chances are, you’ve accumulated various investments over the years in a piecemeal fashion, with new investments made as you had the money. When your investment portfolio was smaller, this strategy…
Understanding ETFs and How They Can Transform your Portfolio
Exchanged Traded Funds (ETFs) have stormed the marketplace in the last 10 years, leaving mutual funds virtually in the dust. So what is an ETF; how does it work; and…
Why High Net Worth Individuals Need an Investment Plan
It’s not uncommon for successful individuals to call on Shakespeare looking for help with their financial plan, while specifically indicating they don’t need help with their investment portfolio. They feel…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260