Ever wonder where your extra cash is going? Financial professional Nick Foulks talks with Milwaukee’s WTMJ-4 about scary money mistakes many of us are making. 1. Credit Card Payments 2. Energy Errors 3. Social Security Mistakes 4. Unused Gift Cards 5. ATM Fees Click here for an online interest rate calculator. Put your extra cash […]
Tag Archives: Retire Happy
Friday (March 20th) is International Day of Happiness. The old saying goes, money can’t buy you happiness. But new research shows that is not exactly the case. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about spending tips to improve your mood. 1. Experiences not Stuff 2. Gift of Giving 3. Buy Time Debt […]
Whether retirement is a couple years or a couple decades away, most people worry about one thing — will I have enough money to last until I die? But a survey found happy retirements are less about how much money you have. CERTIFIED FINANCIAL PLANNER™ Tony Drake talked with WTMJ about the habits of happy […]
Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase any recommended insurance products.
Drake & Associates, LLC
Watertown Crossing Building
20855 Watertown Rd, Suite 210
Waukesha, WI 53186
20855 Watertown Rd, Suite 210
Waukesha, WI 53186