Tag Archives: financial goals

With the New Year upon us, it brings a fresh opportunity to consider your goals. For 2018, we are taking a different approach to resolutions. Instead of giving you a laundry list of tasks to accomplish, we want to encourage you to make this the year you really own your financial life. Imagine fast forwarding […]

Bullies aren’t just on the playground or online. Money bullies are often lurking close to home — a family member, friend, even you. Since October is Bullying Awareness Month, financial advisor Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about the most common money bullies and how to handle them. 1. The Expert – This money […]