Drake & Associates Blog

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!

30Mar 2015

A new study found the number one stressor for Americans is finances. Those concerns are having negative impacts on relationships and causing many people to put their health at risk. Tony Drake, CFP® talked with WTMJ  about ways to get our finances in order and minimize stress. 1. Make a Budget 2. Build an Emergency […]

23Mar 2015

March isn’t just for basketball. There are some lessons from the court we can apply to our financial lives. Tony Drake, CFP® talks with Milwaukee’s WTMJ about how to the win at the game of Finances. Click here for a retirement calculator that will help you get started.

17Mar 2015

Friday (March 20th) is International Day of Happiness. The old saying goes, money can’t buy you happiness. But new research shows that is not exactly the case. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about spending tips to improve your mood. 1. Experiences not Stuff 2. Gift of Giving 3. Buy Time Debt […]

09Mar 2015

When we think about St. Patrick’s Day, many of us think leprechauns, a pot of gold and the luck of the Irish. Whether you are Irish or not, you shouldn’t bank on good luck to build your financial future. Financial professional Nick Foulks talks to Milwaukee’s WTMJ-4 about 5 tips to fight off financial bad […]

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. […]