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Tony Drake

Reporter

Indexed articles, last 90 days
3
Latest publication
Aug 27, 2026
Outlet visibility, for Kiplinger
Top 100K sites
Earliest in this view
Jul 10, 2026
The latest indexed work is over 30 days old. There may be a gap in what we hold.

Latest articles

  1. Article · Aug 27, 2026 · Tony Drake, CFP®, Investment Advisor Representative

    The Great Wealth Transfer Isn't Just for the Ultra-Wealthy: How Everyday Families Can Prepare for the Upcoming Shift (opens the original)

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    Americans who are over the age of 55, mainly baby boomers, own more than half of the country's wealth. Over the next two decades, it will be passed down to the generations that follow, marking the greatest wealth transfer in our country's history. While many of us look at inheritance as something purely for the wealthy, 66% of Americans either expect to or have already received an inheritance from their parents, according to a survey from Choice Mutual. Receiving any kind of inheritance can be o

  2. Article · Aug 4, 2026 · Tony Drake, CFP®, Investment Advisor Representative

    Stressed by Rising Prices? Beat Inflation Anxiety With an Emergency Fund (opens the original)

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    With economic uncertainty spreading across the country, Americans are finding it difficult to keep up. If an unexpected expense arises, they feel even more financially vulnerable, with 29% of Americans having more credit card debt than they have in savings and nearly one in four having no savings at all. This is why it's becoming increasingly important to have money set aside for emergencies. The peace of mind that comes with planning and being prepared for surprise expenses can't be overlooked.

  3. Article · Jul 10, 2026 · Tony Drake, CFP®, Investment Advisor Representative

    Travel Prices Heating Up: 4 Ways to Control Vacation Costs (opens the original)

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    Summer vacations are something many families look forward to every year, but the summer of 2026 could hit your wallet hard. Higher gas prices are just one of the issues leading to more expensive plane tickets and road trips. This year, if travel plans require a flight and lodging, you can expect to spend almost $4,000 before even arriving at your destination, according to a report from NerdWallet. And more than a third of the travelers who put their vacations on credit cards last year are still

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