Tag Archives: taxes

The tax deadline is looming and Drake & Associates financial advisors, Tony Drake, CFP® and Brad Allen are with WTMJ to talk about the most common mistakes people are making with taxes and their retirement.   Probably the biggest mistake is waiting until the last minute. We have two extra days to file this year, […]

Enjoying a comfortable retirement depends on how well you prepared ahead of time to support your desired lifestyle, and how well you keep a pulse on your financial well-being after you retire. You may need to check periodically to ensure you can continue to afford retirement and health-care needs, no matter how much planning you […]

Home loans often make up significant amounts of household debt, and reducing as much debt as possible before entering retirement can seem like a promising idea. But, as with many other financial questions, there is no precise answer; it all depends. The Consumer Financial Protection Bureau estimates that 30% of homeowners 65 and older—about 6.5 […]

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Financial professional Brad Allen talked with Milwaukee’s WTMJ-4 about some last minute tax tips to help procrastinators. Get your refund quicker: Avoid the wait E-file Direct deposit Click here to file an extension. Click here […]

As the dust settles on a historic election, many are trying to predict what the next four years will bring and what President-elect Donald Trump’s first term will mean for our wallets. In the video below, Mike Williams talks with Milwaukee’s WTMJ-4 about 5 changes you’ll likely see in your own finances during the next four […]

Weekly Update: October 17, 2016 Though stocks rose Friday after statements from Federal Reserve officials, the major indexes ended the week lower amid choppy trading. For the week, the S&P 500 lost 0.96%, the Dow fell 0.56%, the NASDAQ dropped 1.48%, and the MSCI EAFE declined 1.40%.[1] Counting the Cost of Hurricanes Whenever disaster strikes, […]

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Tony Drake, CFP® talked with WTMJ about some last minute tax tips to help procrastinators. File an extension now! Track your return now!