What are RMDs and How do They Impact my Taxes?
What are RMDs? The IRS forces you to begin taking distributions from your IRAs and other retirement accounts at age 70 ½ (don’t ask me where they came up with…
Anticipating Expenses in Retirement
One of the single greatest variables to impact your retirement—and the one you have the greatest control of—are your living expenses. Understanding and anticipating living expenses is critical to retirement…
Pre-Retirement – Do I have enough Money to Retire?
You’ve worked your whole life with the hope of retiring someday to pursue your dreams. Now, that someday isn’t far away. You may be asking yourself, “Do I have enough…
What to Do When You Have Retirement Accounts with Various Providers
Diversification or Dispersion? We’ve all heard the phrase, ‘Don’t put all of your eggs in one basket’. For many people, they’ve taken this philosophy a little too far, having IRAs,…
Investing for Retirement
You’ve saved diligently over the years, frequently deferring gratification in the hopes of building a nest egg large enough to support you. The ups and downs of the market have…
I’m nearing Retirement, what should I do now?
You’ve planned well and you’re within 1-3 years of retirement. What are the key issues to secure a successful retirement? Tracking your Plan for Retirement Retirement planning is an ongoing…
2017 Inspirational Leader of the Year Award
Pewaukee, WI – Shakespeare Wealth Management, Inc. is pleased to announce that our financial advisory team has been honored with a 2017 Inspirational Leader of the Year Award for excellence…
What’s for Dinner – and Other Things You Should Know Before it’s Too Late
My husband says I worry too much. I recently suggested that he use one of these new “meal delivery” services if something were ever to happen to me. He said I…
How to Read Your Tax Return – the Schedules
How To Read Your Tax Return – The Schedules Updated October 2022 To learn the basics of your Form 1040, please reference part one of this blog series: How to…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260