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,…
Where will your money go in 2015? – A Guide to Giving
Where will your money go in 2015? Many people intend to have charitable giving be part of their annual spending, but don’t actually plan for it. This may be because…
Medicare Enrollment… What’s so Hard about That?
Medicare Enrollment… What’s so Hard about That? By: Andrea Bulen After working for the same company for 50 years, my father in-law (Bob) recently retired at the age of 68.…
"Bond King" resigns from PIMCO
By: Mark Ziety Bill Gross, famed “Bond King” and manager, founder, and chief investment officer from PIMCO, resigned on Friday. PIMCO has an extensive number of mutual funds commonly included…
Freshman Fifteen (thousand dollars -or more- disappeared!)
By: Kevin Reardon I’ve spent many-a-day helping clients plan for the education of their offspring. I hesitate to say it’s easy, but in the financial planning world, it’s what we…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260