Tag Archives: money

Does money have you have mystified? Are you clueless when it comes to your 401(k)? April is financial literacy month, a time dedicated to helping Americans focus on finance. No need to crack open a book! Tony Drake, CFP® and Brad Allen have a crash course in financial literacy for you.   Everyone needs to […]

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 about some last-minute tax tips to help procrastinators.   Save Time & Money – You can get your money quicker by e-filing and using direct deposit. Direct […]

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 […]

The Tax Cuts and Jobs Act changed the way tax is calculated. This week the IRS encourages everyone to perform a quick “paycheck checkup” to ensure you have the right amount withheld. CERTIFIED FINANCIAL PLANNER Tony Drake talks with Milwaukee’s WTMJ-4 about a new tool to check your withholding and other important steps to take […]

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, […]

We used to think of retirement as a three-legged stool. You could rely on a pension, Social Security and your own retirement savings. Now that employer-sponsored pensions are becoming a thing of the past, that stool is looking a little wobbly. There are strategies we can use to create our own pension in retirement. Annuities […]

Weekly Update – March 5, 2018 Volatility continued last week as markets posted their 1st weekly loss in 3 weeks. Despite some recovery on Friday, the S&P 500 dropped 2.04%, the NASDAQ slipped 1.12%, and the Dow lost 3.05% for the week. Internationally, the MSCI EAFE fell 2.91%. Last week’s ups-and-downs began with continued questions […]

Financial fraud is, unfortunately, a common practice in America that costs individuals and businesses billions of dollars each year. Research shows that people often underreport financial fraud, which is difficult to investigate and prosecute. As a result, staying aware of different scamming techniques is an important way to protect yourself and your family. Here are […]

Losing a spouse is never easy and a difficult topic for many to even imagine. But when you become a widow or widower, moving beyond the grief to address important financial items in your life is essential. Whether you recently lost your loved one or you need to prepare for the road ahead, here are […]