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UPCOMING CLASSES

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

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RECENT TWEETS

TONY DRAKE, CFP®

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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