RESOURCES

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STIMULUS CHECK CALCULATOR

RETIREMENT CALCULATOR

BUDGET WORKSHEET

Budget Worksheet

529 COLLEGE SAVINGS PLAN

EDUCATIONAL RESOURCES

As an Education First firm we give you access to a complete spectrum of topics related to wealth management and retirement planning.

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WEEKLY MARKET UPDATES

Our Weekly Market Updates discuss the current stock market fluctuations as well as the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite statistics. The updates also give you a gauge on consumer spending, trade negotiations, government influences, business trends, and much more.

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MONTHLY ECONOMIC UPDATE

We discuss some of the major headlines that influenced the markets on a monthly basis and provide insight into what these developments could mean for you as an investor.

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RETIREMENT READY RADIO SHOW

ARE YOU RETIREMENT READY?

Before you start planning your retirement party. Make sure you’ve got your retirement plan. You can never be too prepared for life after work, and we’re here to help.

Tune in to the Retirement Ready radio show on Milwaukee’s WTMJ 620 AM or 103.3 FM at 1:00 pm every Saturday.
Listen live here: http://www.wtmj.com/listen-live
We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future.

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MEDIA APPEARANCES

Our advisors are experts in the financial field. They have appeared on Milwaukee’s FOX-6, CBS-58, TMJ4, WISN-12, NASDAQ, USA Today, Forbes, US News, CNBC, MSN, PBS, Wall Street Journal, and TheStreet.

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CONTACT US

A long-term investment outlook requires a personalized strategy that accounts for your current and future needs, investment time horizon, and appetite for risk. These factors help ensure that no matter how the markets perform in the short term, your investments can be positioned to work toward your long-term goals. Along the way, sticking to your strategies and not letting emotions get the best of you may be essential.

We’re looking forward to using our expertise to help you pursue your financial goals.

UPCOMING CLASSES

STRATEGIES for the SECURE ACT, RMDs,
SOCIAL SECURITY and COVID-19

MAXIMIZE YOUR SOCIAL

SECURITY INCOME

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UPCOMING CLASSES

RECENT TWEETS

TONY DRAKE, CFP®

FOLLOW

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. #economy #retirehappy
https://wealthwisconsin.com/mixed-market/

Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower. #economy #retirehappy
https://wealthwisconsin.com/seeking-direction/

April marks Financial Literacy Month, and financial education is more important now than ever. In my new article for @Kiplinger, I pass along several tips to help build healthy financial habits. #RetireHappy #EducationFirst https://www.kiplinger.com/personal-finance/602691/3-money-musts-for-every-one-of-us-inspired-by-financial-literacy-month

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