Tag Archives: tony drake

Are you ready for retirement? If you have saved and are feeling confident, we have some numbers that might change your mind. Financial advisors Tony Drake, CFP® and Brad Allen share some retirement stats that might surprise you and how you can protect yourself from becoming a statistic. Fact #1: One in three Americans has […]

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 […]

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 gift card is the top item on everyone’s Christmas wish list this year — Americans will spend nearly $32 billion! Financial Professional, Nick Foulks, talks with Milwaukee’s WTMJ-4 about how to avoid fees, fakes and fraud. Click here to compare gift cards from retailers, restaurants, airlines and gas stations on Bankrate.com.

There’s a disconnect when it comes to couples and their finances! Even though the majority of couples think they’re doing a good job of communicating, many don’t know the basics of their finances. Certified Financial Planner, Tony Drake talks with Milwaukee’s WTMJ-4 about the topics all couples should discuss. Click here for a retirement calculator […]

Even though the Federal Reserve decided to keep interest rates unchanged for now, there could still be a rate hike this year. Certified Financial Planner, Tony Drake, talks with Milwaukee’s WTMJ-4 in the video below about how it will impact the following areas: 1. Mortgages 2. Credit Cards 3. Auto Loans 4. CD Rates Click […]

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 […]

The government’s largest benefits program just turned 80. Most Americans don’t know the basics when it comes to Social Security. The majority of people failed a recent quiz on the topic. And what they don’t know, could cost them. Certified Financial Planner, Tony Drake, talks with Milwaukee’s WTMJ in the video below about areas where […]

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 […]

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 […]

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