Kevin Reardon Shakespeare Wealth Management

Kevin Reardon, president of Shakespeare Wealth Management Inc. of Brookfield, Wisconsin, which manages $50 million in assets, is looking to hire another employee in the next few months. The addition.

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Kevin Reardon, owner and president of Shakespeare Wealth Management in Pewaukee, Wisconsin, takes a no-thanks approach to ETFs when they are marketed as hybrids of actively managed and passive funds.

Kevin Reardon, president of Shakespeare Wealth Management in Pewaukee, Wisconsin, warns that many parents end up overspending on club sports in particular at the expense of college savings. He has.

SLIDESHOW: The Worst States for Retirement 2016 “The places that scored. is a person’s community network, says Kevin Reardon, president of Shakespeare Wealth Management in Pewaukee, Wis. Questions.

Several planners compare it to naming their firstborn child. “You’ve got to be willing to live with the name,” says advisor Kevin Reardon of Shakespeare Wealth Management. “I’ve seen firms with.

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While Northwestern Mutual suggests individuals place some assets in life insurance, it is important to note that life insurance is a financial planning tool and not an investment vehicle, said Kevin.

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Kevin M. Reardon also wanted a firm name that would convey longevity. So he chose an author whose words have rung through the centuries and named his firm Shakespeare Wealth Management Inc. “I hope.

Kevin Reardon, CFP with Shakespeare Wealth Management, Inc. in Pewaukee, Wisconsin, prefers to start discussing competency early in the retirement planning process because he’s found clients are more.

“I don’t agree with the economic policy of bailing everybody out,” said Kevin Reardon, president of Shakespeare Wealth Management Inc. of Brookfield, Wis., which manages $50 million in assets. “And I.

Kevin Reardon, president of Shakespeare Wealth Management Inc. of Brookfield, Wis., which manages $50 million in assets, is looking to hire another employee in the next few months. The addition will.

Deferring capital gains can protect inheritances, according to Kevin Reardon, CFP and president of Shakespeare Wealth Management. Upon death, every person receives a "step up" in basis, thereby.

you have to make sure you go to a lesser priced house," says Kevin Reardon, a certified financial planner for Shakespeare Wealth Management in Pewaukee, Wisconsin. "If it’s only $25,000 less, you may.

1. Maximize retirement accounts. Here’s a strategy that the affluent and regular folks can both benefit from: maxing out retirement account contributions, says Kevin Reardon, owner of Shakespeare.

That’s because those required distributions can push you into a higher tax bracket, said Kevin Reardon of Shakespeare Wealth Management in Pewaukee, Wisconsin. At some point after 59½, when a client.

"Risk tolerance is an incredibly difficult thing to define, articulate and then understand for any individual," said Kevin M. Reardon, certified financial planner and president of Shakespeare Wealth.

A New Guide Might Scare You “I think people are less willing to sacrifice today in hopes for a better tomorrow,” says Kevin Reardon, president of Shakespeare Wealth Management in Pewaukee, Wisconsin.

That’s because those required distributions can push you into a higher tax bracket, said Kevin Reardon of Shakespeare Wealth Management in Pewaukee, Wisconsin. At some point after 59½, when a client.

Do clients really understand their risk tolerance. articulate and then understand for any individual," said Kevin M. Reardon, certified financial planner and president of Shakespeare Wealth.

"We think this is an opportunity to get more aggressive," said Kevin Reardon, president of Shakespeare Wealth Management Inc. in Brookfield, Wis. Mr. Reardon, who oversees $50 million in client assets.