Tag Archives: saving

Here is something to spook you this Halloween. Most Americans have less than $1,000 in their savings accounts and the number of people with more credit card debt than savings is growing. That’s dangerous territory when the next expensive car or home repair or unexpected medical bill could be right around the corner. Financial advisor […]

It’s easy to let spending get out of control in the summer. The kids are out of school, patio parties are a hit, and the air conditioning is running 24/7. In fact, a study found more than half of Americans spend more money in the summer than any other season. Financial professional Brad Allen talks […]

The average cost of prom nationwide is $913. The big dance is the perfect opportunity for parents to work with teens on creating a budget and a setting saving goal to help cover part of the cost. Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 on Thursday at 4:00 PM with tips to help teens […]

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 […]

Our wallets are feeling an extra pinch this year, thanks to the price increase of some common consumer goods. Financial Advisor, Mike Williams, talks with Milwaukee’s WTMJ-4 about the “America Saves” initiative and 5 ways to help you start saving. 1. Design a Budget 2. Track Your Spending 3. Cut Extra Expenses 4. Don’t Blow […]

Is your New Year’s resolution to be better with your money? For so many of us, our resolutions about budgeting, spending and saving turn into epic fails year after year. Financial professional Tony Drake talks with Milwaukee’s WTMJ about 5 common reasons budgets fail: 1. Your Goal Isn’t Clear 2. You’re Using the Wrong Numbers […]

The majority of families got an “F” when it comes to knowledge about 529 college savings plans. About two-thirds of people answered wrong when they were asked what a 529 plan is. Financial professional Tony Drake, CFP® talks with Milwaukee’s WTMJ-4 about what 529 college savings plans are, and how parents can use them to […]

Grandparents are a big part of the family and the family budget. 96% of grandparents say they spend money on their grandchildren. 40% say they spend more than $500 per year on their grandkids. Certified Financial Planner Tony Drake talks with Milwaukee’s WTMJ about 4 ways grandparents can help out and save money at the […]

Are your finances stuck in the 90s? These 5 signs mean it’s time for an update! Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 in the video below about why these signs don’t just mean you’re behind the times – you could also be putting your financial future in jeopardy. Click here to get […]

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 […]

  • 1
  • 2