Rightsizing – Part 3
In the first two parts of our rightsizing series, we gave you things to think about pertaining to WHY you might like to rightsize and WHEN may be a good…
Rightsizing – When and Where?
Last month we discussed why you may consider moving in retirement. This month we’ll discuss when to move and how to decide where the location should be. When to move…
Anthem Data Breach (How to Protect Yourself)
With identity theft on the rise, are you concerned about the safety of your personal data? Steve Ballmer the former CEO of Microsoft said,“The number one benefit of information technology…
Rightsizing – Downsizing Your Home to Upsize Your Life
by Andrea Bulen Chad and I bought our first home in 2000. It was almost 100 years old, 1000 square feet, had a lovely deck and fenced in back yard…
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…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260