Drake & Associates Blog

16Sep 2015

Are you bad with money and making lousy financial choices? Turns out, you can blame your gender and personality type. Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about how your genetic makeup can affect your spending and investing habits. To figure out if you are an introvert or extrovert, click here for a questionnaire.

10Sep 2015

Grandparents are a big part of the family and the family budget. 96% of grandparents say they spend money on their grandchildren. 40% say they spend more than $500 per year on their grandkids. Certified Financial Planner Tony Drake talks with Milwaukee’s WTMJ about 4 ways grandparents can help out and save money at the […]

01Sep 2015

September is Self-Improvement Month, which makes it the perfect time to make some changes in your life, especially when it comes to your finances. Nick Foulks talks with Milwaukee’s WTMJ-4 about how to be your best financial self, now! 1. Boost Your Credit Health 2. Build a Financial “Fortress” 3. Budget For Your Bills Click […]

27Aug 2015

To call Wall Street “turbulent” would be an understatement. After dropping more than 1,000 points at the start of trading Monday, the Dow ended the day with a loss of nearly 600 points. That’s on top of last week’s losses, which were the worst in four years. Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 […]

18Aug 2015

The government’s largest benefits program just turned 80. Most Americans don’t know the basics when it comes to Social Security. The majority of people failed a recent quiz on the topic. And what they don’t know, could cost them. Certified Financial Planner, Tony Drake, talks with Milwaukee’s WTMJ in the video below about areas where […]

04Aug 2015

Celebrate Wisconsin! It’s loads of fun, but once you factor in tickets, food and rides, the State Fair can be expensive. However, there are ways to enjoy the fair on a budget. Nick Foulks shares 5 money saving tips for fair-goers with Milwaukee’s WTMJ-4. To check out deals at the fair from August 6-16th, click […]

30Jul 2015

Back-to-school shopping is getting more and more expensive! The average family plans to spend $630 this year. In the video below, financial professional Nick Foulks talked with Milwaukee’s WTMJ-4 about 5 ways parents can use back-to-school shopping as a teaching tool: Click here for a back-to-school budget worksheet. Click here for an interest rate calculator.

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.