Latest Articles

How to treat your heirs fairly

Sally Abrahms, Contributing Writer, and Kiplinger's Retirement Report •
Kiplinger

Andrew T. got a big surprise after his father died. His divorced father’s will left the bulk of his money to his other three brothers but left no lump sum to Andrew (who asked that his real name not be used). More mystifying, one of the sons, who had a stormy relationship with his father,

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Do you have the right tools to navigate your retirement?

Mike "Cy", Vice President, Investment Adviser Representative, Cajthaml Jr., and Cy Financial Wealth Management •
Kiplinger

Retirement. What does that word mean to you? If you are like most people, it is the end of a journey. But you would be WRONG! Imagine running a marathon and, after 26.2 long and arduous miles, you are told that you have completed ONLY half the race! That is a stark reality that many

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