Drake & Associates Blog

20Jul 2015

Are your finances stuck in the 90s? These 5 signs mean it’s time for an update! Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 in the video below about why these signs don’t just mean you’re behind the times – you could also be putting your financial future in jeopardy. Click here to get […]

07Jul 2015

It may be hard to think about mistletoe and garland while it’s hot and sunny, but summer really is the time to start planning for the holidays. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 in the video below about ways to start planning for Christmas in July. Click here for a holiday budget […]

30Jun 2015

Relief is on the horizon for college students and their families. Interest rates on federal student loans will go down on July 1st. Certified Financial Planner Tony Drake talks with Milwaukee’s WTMJ-4 about 4 things borrowers should consider before taking out loans. Click here for a student loan calculator. Click here for a link to […]

24Jun 2015

From overspending to not saving enough, these emotions can make – or break – your finances. In the video below, Certified Financial Planner Tony Drake talks with Milwaukee’s WTMJ-4 about the emotional decisions that lead cause us to make some bad money choices, and how to fix them. Joy = Stuff not Experiences Sadness = […]

17Jun 2015

Thursday, June 18th is National Splurge Day, a day dedicated to treating yourself. But some spenders just don’t know when to stop. Tony Drake, CFP® talks with WTMJ about ways to prevent a shopping hangover. Click here for a debt worksheet.  

10Jun 2015

Whether you’re in your 20s or your 70s, it’s important to plan for your financial future. In the video below, Certified Financial Planner, Tony Drake, talks to Milwaukee’s WTMJ-4 about what to consider at every age bracket. In your 20s: Start saving – Click here for our Debt Worksheet In your 30s: Child proof your […]

02Jun 2015

As the temperature goes up in the summer, personal spending follows closely behind. Financial professional Nick Foulks talks with WTMJ in the video below about the ways to cool off your spending so your budget doesn’t overheat this summer. For the vacation budget calculator, click here.  

27May 2015

Why do couples fight? Most often, it’s about money. In the video below, financial professional Nick Foulks talks with WTMJ about the four most common fights for parents and expecting couples. Click here for a baby cost calculator.

26May 2015

Have you been thinking about retirement, but have questions about Social Security? Should you take it early? Should you take it late? What if the question isn’t that simple? In fact, there are hundreds of ways to take Social Security and literally thousands of dollars sway in the balance of that decision. The good news […]

19May 2015

Congratulations to the Class of 2015! CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with WTMJ about practical tips for college grads. Click here for help getting started on a budget.

12May 2015

A house is the single biggest purchase most of us will make in our lifetimes, so it’s important to do our homework! But there are a few steps homebuyers sometimes forget. Tony Drake, CFP® talks with Today’s WTMJ-4 in the video below: Tips for First-time Homebuyers 1. Decide What You Can Afford 2. Set Up […]

05May 2015

Moms are making their mark in the workforce. A new study shows women now earn nearly three times what their mothers did. But, they’re still earning less than their dads and their husbands. For Mother’s Day, financial professional Nick Foulks talks with Milwaukee’s WTMJ on Thursday, May 7 at 4:00 pm about tips for moms […]