Life Insurance -Through a Financial Advisor’s (and Mother)’s Eyes
by Andrea Bulen Remember our conversation back in October (How Big is Your Umbrella?) when I told you that one of the occupational hazards of being a financial advisor is…
Charlie Brown Goes to Wall Street
– by Kevin Reardon Have you seen the Charlie Brown episode where he takes the gang to Wall Street? The gang’s lemonade stand had a record year and they wanted…
The Art of Intentional Spending
by Andrea Bulen Christmas is a time for overspending, overeating and general overindulging. Presents. Parties. Trips. Calories. Headaches. It all adds up. And it’s exhausting (your energy and your wallet).…
Open Enrollment – Medicare, Health Insurance and Group Benefits
It’s that time of year again… – by Andrea Bulen It is important to review items related to your finances on a regular basis. Fall is a good time of…
Medicare and Social Security for 2016
Clearing up some of the confusion… by Andrea Bulen If you are currently receiving Social Security benefits you have likely heard that you will NOT be receiving a raise next…
How Big is Your Umbrella?
by Andrea Bulen One of the occupational hazards of being a financial advisor is that we think of almost everything we know in terms of how it may affect our…
Grandparents – The Great Alaskan Guides
Grandparents – The Great Alaskan Guides By: Kevin Reardon Sometimes in life things just hit you. Like when my wife and I looked across the dinner table at our 3…
Walk on Stilts Day? Chili Dog Day? My Social Security Week – Who Knew?
by Andrea Bulen These days there seems to be a designated day, week, or month to celebrate almost everything. Today is actually National Walk on Stilts Day and Thursday will…
Medicare Advantage vs. Medicare Supplement policies – What is best for you?
The first step in evaluating if you should enroll in Traditional Medicare or a Medicare Advantage plan is knowing there is a DIFFERENCE! You’ll remember from my last Medicare blog,…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260