Tag Archives: financial planning

All eyes are on Wall Street as The Dow crossed the 22,000 mark. Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 about what the milestone means for investors. Traders on the floor of the New York Stock Exchange cheered Wednesday as the Dow crossed 22,000. It’s an important psychological milestone because it shows how far […]

It doesn’t hurt to ask; a little haggling could add up to big savings. Financial professional, Nick Foulks, talks with Milwaukee’s FOX-6 about 5 bills you may not know you should negotiate: 1. Dry Cleaning 2. Credit Cards 3. Furniture 4. Phone, Internet & Cable 5. Medical Bills Click here to calculate how much you […]

Our wallets are feeling an extra pinch this year, thanks to the price increase of some common consumer goods. Financial Advisor, Mike Williams, talks with Milwaukee’s WTMJ-4 about the “America Saves” initiative and 5 ways to help you start saving. 1. Design a Budget 2. Track Your Spending 3. Cut Extra Expenses 4. Don’t Blow […]

More than one-third of couples are starting married life on the wrong financial foot by racking up debt to pay for their big day. The average wedding now tops $31,000. That’s more than half of what most people make in a year! Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 with tips for happy couples on their […]

There’s a disconnect when it comes to couples and their finances! Even though the majority of couples think they’re doing a good job of communicating, many don’t know the basics of their finances. Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 about the topics all couples should discuss. Click here for a retirement calculator […]