Drake & Associates Blog

02Mar 2015

Forbes just published the 2015 Richest People on the Planet list. We may never be billionaires, but there are some lessons we can learn from these wealthy people. Nick Foulks talks with Milwaukee’s WTMJ-4 about 5 money habits of the rich we can all be doing. 1. Start Early 2. Go Auto 3. Pay It […]

24Feb 2015

Only 38% of Americans say they have enough in savings to cover an emergency! Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 about the America Saves initiative and 5 ways to help you start saving. 1. Create a budget 2. Track your spending 3. Cut your expenses 4. Put your tax refund to good use […]

17Feb 2015

Identity theft is a big concern during tax time. The IRS paid more than $5 billion to ID thieves posing as real taxpayers in 2013. Tony Drake, CFP® talked with Milwaukee’s WTMJ-4 about the reasons to file your taxes early: 1. Cut down the risk of ID theft 2. Put your best foot forward 3. […]

10Feb 2015

You’ve probably heard it before, and there’s research to back it up – couples argue more about money than anything else. Financial professional Nick Foulks talks with WTMJ-4 Milwaukee about what couples should be talking about at every age and stage of their relationship. View the video below: Dating: Talk it Out Marriage: Pool your […]

05Feb 2015

Ever feel like you’re living in your own version of the movie “Groundhog Day” — making the same money mistakes again… and again… and again? Well, breaking the cycle may be easier than you think!  CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about the money mistakes you should avoid and ways to break the […]

15Jan 2015

Financial literacy lessons doesn’t sound like fun but only 2 out of 10 older adults got a passing grade when quizzed on basic financial topics. But, it’s never too late to go back to school for your finances and Tony Drake talks with Milwaukee’s WTMJ-4 about the things we can start doing right away. Watch […]

01Dec 2014

It’s the busiest shopping day of the year, but not every Black Friday deal is a good one. CERTIFIED FINANCIAL PLANNER™ Tony Drake talked with WTMJ4 about easy ways to save by avoiding 4 Black Friday blunders.

05Nov 2014

Ever wonder where your extra cash is going? CERTIFIED FINANCIAL PLANNER™ Tony Drake talked with WTMJ about ways to plug some common dollar drains and save money each month. Click here to watch the video.

05Nov 2014

Identity theft spikes during the hustle and bustle of the holidays. But there are steps shoppers can take to protect themselves. Financial professional Nick Foulks will talk with WTMJ about 5 essential steps for shoppers.

24Oct 2014

There are smart and not-so-smart ways to pay for college. Financial professional Tony Drake says it starts with changing our mentality from borrowing to saving. Tony talked with WTMJ about the right ways to save for college. Click here to watch the video.

03Oct 2014

Whether retirement is a couple years or a couple decades away, most people worry about one thing — will I have enough money to last until I die? But a survey found happy retirements are less about how much money you have. CERTIFIED FINANCIAL PLANNER™ Tony Drake talked with WTMJ about the habits of happy […]