Drake & Associates Blog

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.  

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 […]