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TONY DRAKE, CFP^®

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WENDY PEPERKORN, CFP ^®

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BRAD ALLEN

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JAKE MELBY, FPQP™

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RECENT TWEETS

TONY DRAKE, CFP^®

23 Feb

Having a bucket list is a great way to set goals and accomplish your dreams. But have you ever thought about making a financial bucket list? I shared with @CBS58 some of the top bucket list items and how you can achieve them. #EducationFirst #RetireHappy

https://cbs58.com/news/local-expert-talks-adding-financial-goals-to-your-bucket-list

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24 Jan

Retirement will look different for everyone, but generally, there are 4 distinct phases every retiree should plan for. explained in a new article for @Kiplinger those phases and how you can start preparing now. Thank you @Nasdaq for picking it up as well.

https://www.kiplinger.com/retirement/604089/the-4-phases-of-retirement

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24 Dec

https://financeinsights.net/w3LKSzxGaie5L3FQ6x3Ua4P1r

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