Drake & Associates Blog

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 […]

05May 2015

Most of us know we’re supposed to negotiate when it comes to buying a house or a car, but how about at the dry cleaner? Or when we’re on the phone with our cell phone or cable TV providers? Hesitate no longer. The haggling may be worth the money saved. The mind-set that no price […]

29Apr 2015

Wondering how you can afford a vacation? According to a new study, many Americans are willing to delay or skip paying monthly bills, even their mortgage or rent, to take the vacation of their dreams instead of the one they can afford. Certified Financial Planner, Tony Drake estimates what a trip might cost below. Click […]

20Apr 2015

In an effort to teach our kids financial responsibility, should we give them an allowance? Nick Foulks talks with Milwaukee’s WTMJ below about some ways to talk to our kids about money now to help them build financial success down the road. Get a guide with tips for talking to kids about money from ages […]

16Apr 2015

Americans may spend 20 to 30 years enjoying their retirement. Your portfolio should match your risk tolerance and goals for retirement. Drake & Associates focuses on helping you achieve a secure financial future and it’s our number one goal. We partner with you to objectively assess your individual financial situation and help set you on […]

07Apr 2015

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Tony Drake, CFP® talked with WTMJ about some last minute tax tips to help procrastinators. File an extension now! Track your return now!