Tag Archives: wtmj

Who’s on first? What’s on second? Do you know where your finances are? Baseball season is in full swing! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 with the play-by-play on how to take your finances to the big league. It’s as easy as rooting for the home team! Schedule a day, or a “home […]

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 […]

The Tax Cuts and Jobs Act changed the way tax is calculated. This week the IRS encourages everyone to perform a quick “paycheck checkup” to ensure you have the right amount withheld. CERTIFIED FINANCIAL PLANNER Tony Drake talks with Milwaukee’s WTMJ-4 about a new tool to check your withholding and other important steps to take […]

According to a new survey, more people are becoming 401(k) millionaires. The number of Fidelity 401(k) savings accounts with a balance of $1 million or more reached 133,000 last year. That’s up from 89,000 in 2016. With more balances reaching $1 million, there’s bound to be people wondering how they can reach that big milestone, […]

Is your retirement on the horizon? Financial advisor Brad Allen talks with WTMJ about the smart money moves you should make in the five to ten years before you reach retirement.   Take Inventory The first step in creating a retirement plan is to figure out what you have. A recent survey shows baby boomers […]

Tax reform is officially in place. Over the next several months, the changes could start adding up. Financial professional Brad Allen talks with Milwaukee’s WTMJ-4 about 5 smart money moves to consider now that it’s in effect. More than 90% of households will get a tax cut this year, and the IRS says we could […]

If you put off your holiday shopping until November or December, it will likely cost you more money, time and stress! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 about why it’s time to embrace Christmas in July! He shares 4 tips to get started: 1. Put Pen to Paper – If you do nothing […]

New changes are coming to Federal Student Aid (FAFSA) in 2016. For the first time ever, families can apply for federal student aid beginning October 1. That’s three months earlier than ever before. In the past, early applications had been accepted starting in January. Financial professional, Brad Allen talks with Milwaukee’s NBC WTMJ-4 about the changes […]

You know how much your paycheck is worth, but did you ever think about how much your job is costing you? Turns out, the average American spends more than $3,000 each year just to go to work! Financial advisor Mike Williams talks with Milwaukee’s WTMJ-4 about the biggest everyday expenses and how workers can bring […]

Moms would do anything for their kids, but there’s one thing they shouldn’t do: go into debt! Nearly half of moms in a recent survey admitted they are spending beyond their means to give their kids the newest clothes, shoes and gadgets and enroll them in extra activities. Financial professional Mike Williams talks with Milwaukee’s […]