Tag Archives: charitable giving

The tax deadline is looming and Drake & Associates financial advisors, Tony Drake, CFP® and Brad Allen are with WTMJ to talk about the most common mistakes people are making with taxes and their retirement.   Probably the biggest mistake is waiting until the last minute. We have two extra days to file this year, […]

The devastation left behind by Hurricane Harvey has left many Americans looking for a way to help. Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 about how to make sure you make the most of your donation: There are many legitimate charities that have set up special ways to donate specifically to the victims of […]

Charitable giving is at an all-time high! Americans gave $373 billion dollars to charities in 2015. Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 NBC about 5 ways you can give back on a budget: 5 Tips for Giving Back on a Budget 1. Crunch the Numbers 2. Start Small 3. Do Some Winter Cleaning […]

In the season of giving how do we teach our kids it’s not all about what you get? Gratitude can be one of the toughest lessons to instill in our children. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 money lessons to raise thankful kids. 1. Create Experiences 2. Practice Saving 3. Family […]

Charitable giving is at an all-time high. Americans gave more than $350 billion dollars in 2015. But, amid recent scandals involving several popular charities, how can we be sure our donation is being put to good use? In the video below, financial professional, Mike Williams, talks with Milwaukee’s WTMJ-4 about ways to make sure your […]

Charitable giving is at an all-time high! Americans gave $358 billion dollars to charities in 2014. Financial professional Nick Foulks talks with Milwaukee’s FOX6 about 5 steps to make the most out of holiday donations: Click here for a list of charities eligible for tax exempt status by the IRS. Click here to see how […]