Latest Articles

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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At this most difficult time: 5 tips to survive widowhood financially

Thomas P. Keller, Partner, Kehoe Financial Advisors, Clu, and CFP •
Kiplinger

Losing a spouse is one of life’s most emotionally devastating events, and many financial advisers recommend not making major financial decisions during that first year of grieving. But after a period of time, financial decisions will need to be made. Seventy percent of widows retain a new financial adviser within the first year of their

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