Tag Archives: save

Earth Day (April 22nd) is the perfect time to think about reducing our environmental footprint. What if the steps we took to go green, could also save us green?! Financial professional Mike Williams talks to Milwaukee’s WTMJ-4 about five things we can do to help our world and our wallet. Upgrading to energy efficient appliances […]

Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about how 20-somethings can spend wisely and save money. Watch the video below! Forgetting to establish a credit history. Click here to find your free credit report. Taking out too many high interest credit cards Going for a graduate degree. Click here to read more about how to […]

It may be hard to think about mistletoe and garland while it’s hot and sunny, but summer really is the time to start planning for the holidays. CERTIFIED FINANCIAL PLANNER™ Tony Drake talks with Milwaukee’s WTMJ-4 in the video below about ways to start planning for Christmas in July. Click here for a holiday budget […]

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.

Only 38% of Americans say they have enough in savings to cover an emergency! Financial professional Mike Williams talks with Milwaukee’s WTMJ-4 about the America Saves initiative and 5 ways to help you start saving. 1. Create a budget 2. Track your spending 3. Cut your expenses 4. Put your tax refund to good use […]

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 […]