Tag Archives: budget

Who’s on first? What’s on second? Do you know where your finances are? Baseball season is in full swing! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 with the play-by-play on how to take your finances to the big league. It’s as easy as rooting for the home team! Schedule a day, or a “home […]

Are you ready for retirement? If you have saved and are feeling confident, we have some numbers that might change your mind. Financial advisors Tony Drake, CFP® and Brad Allen share some retirement stats that might surprise you and how you can protect yourself from becoming a statistic. Fact #1: One in three Americans has […]

According to a new survey, more people are becoming 401(k) millionaires. The number of Fidelity 401(k) savings accounts with a balance of $1 million or more reached 133,000 last year. That’s up from 89,000 in 2016. With more balances reaching $1 million, there’s bound to be people wondering how they can reach that big milestone, […]

Americans went on a spending spree in 2017, racking up the most credit card debt since before the Great Recession. For the first time in history, we now owe more than $1 trillion on our credit cards! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 to discuss 4 tips for paying off debt:   1. […]

Dinner and a movie is so old school. This year, treat your Valentine to a money date! It may not sound romantic, but spending an evening talking finances might be the secret to staying together; money problems are one of the leading causes of divorce! Setting financial goals will help you both know where you […]

Every kid wants to sport the latest supplies while walking the halls in style. School supplies aren’t cheap! The back-to-school shopping season is second only to the winter holidays. Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 about how to save when shopping for back to school: 1. Set a Budget – Start with a […]

Mid-year is a great time to look over your finances. Staying on track can be tough. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 on about how to get your finances in order. He has five tips to get you ahead of the financial game before the end of the year! 1. Look at Your […]

The average cost of prom is inching closer to $1,000! With parents footing most of the bill, prom night is the perfect opportunity to teach teens money lessons. Financial advisor Nick Foulks stops by Milwaukee’s FOX-6 to share tips for Mom and Dad to prepare their teen for a lifetime of responsible financial decisions. Set […]

Spring only comes once a year, but a deep cleaning can help your home stay organized and uncluttered all year round. The same can be said for your finances! Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 about 5 tips to spring clean your financial household: 1. Inspect Your Budget 2. Rake in Retirement Contributions […]

Owning a pet is more than just puppy love – it’s a pricey commitment! It is estimated that Americans will spend almost $63 billion dollars on their pets this year. In the first year alone you can spend anywhere from $1,300 – $1,800 on your pet. So how can you have your kibble and eat […]