Tag Archives: future

Are you on track for a secure retirement or in danger of falling short? It’s a tough question to answer when you’re still decades away from retiring. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about new guidelines that are designed to help savers stay on track throughout their careers. Retirement Savings Goals Age […]

Whether you’re in your 20s or your 70s, it’s important to plan for your financial future. In the video below, Certified Financial Planner, Tony Drake, talks to Milwaukee’s WTMJ-4 about what to consider at every age bracket. In your 20s: Start saving – Click here for our Debt Worksheet In your 30s: Child proof your […]

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 […]

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 […]

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.

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 […]

Financial literacy lessons doesn’t sound like fun but only 2 out of 10 older adults got a passing grade when quizzed on basic financial topics. But, it’s never too late to go back to school for your finances and Tony Drake talks with Milwaukee’s WTMJ-4 about the things we can start doing right away. Watch […]