Financial lessons for recent graduates (that we ALL could take to heart)

Arlington Capital Management, Investment Adviser Representative, Justin J. Kumar, and Senior Portfolio Manager •
Kiplinger

June is graduation season, and for those who are moving on to higher education or entering the workforce for the first time, it is important to carry the timeless wisdom that comes from beyond the textbooks. Moreover, we could all use some reminders of the lessons that we sometimes overlook in our finances. Here are

Read More...


9 ways to earn extra cash this summer

the editors of Kiplinger's Personal Finance •
Kiplinger

Maybe you’re a teacher, with a couple months of downtime before the new school year in the fall. Or a student, hoping to pocket some summer spending money or get a jump-start on your retirement savings. Or, heck, just a hard-working 9-to-5er trying to fund an overdue beach trip or looming holiday gifts. You want

Read More...


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,

Read More...


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

Read More...