Resources

CJM Video Market Update: January 2024

Tracey A. Baker, CFP®, Brian T. Jones, CFP® Kevin E. Donovan, CFA and, Parker G. Trasborg, CFP® discuss markets in 2023 and what we are looking towards in 2024.

January 11th, 2024|Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19+00:00September 21st, 2023|Categories: Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

Required Minimum Distribution rules changed again in 2023. Jessica Ness, CFP® tries to make sense of the new changes.

The S&P 500 is Beating the Dow – Or Is It?

CJM Wealth Advisers2023-09-20T12:10:54+00:00September 19th, 2023|Categories: Investment Management, Kevin E. Donovan, CFA|

The S&P 500 is beating the Dow by a wide margin through September 14, 2023 but if we look back a bit further, a different story emerges.

Remembering CJM Founder, Richard L. Cooper, CFP®

CJM Wealth Advisers2023-09-18T16:49:07+00:00September 18th, 2023|Categories: CJM News|

CJM Wealth Advisers remembers Richard L. Cooper, CFP®, original founder and former President of CJM.

News and Articles By Topic

CJM News

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2023-11-02T14:45:19+00:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36+00:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32+00:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04+00:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2019-10-31T19:36:32+00:00Education Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03+00:00Education Planning, Financial Planning, Insights|

Financial Planning

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06+00:00Financial Planning, Insights|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58+00:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2023-11-16T18:27:50+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42+00:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2023-11-02T14:45:48+00:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09+00:00Financial Planning, Insights|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|