Tag Archives: Retirement

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 […]

Forbes just published the 2015 Richest People on the Planet list. We may never be billionaires, but there are some lessons we can learn from these wealthy people. Nick Foulks talks with Milwaukee’s WTMJ-4 about 5 money habits of the rich we can all be doing. 1. Start Early 2. Go Auto 3. Pay It […]

Ever feel like you’re living in your own version of the movie “Groundhog Day” — making the same money mistakes again… and again… and again? Well, breaking the cycle may be easier than you think!  CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 about the money mistakes you should avoid and ways to break the […]

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 […]

Ever wonder where your extra cash is going? CERTIFIED FINANCIAL PLANNER™ Tony Drake talked with WTMJ about ways to plug some common dollar drains and save money each month. Click here to watch the video.

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 […]