Resources

Washingtonian Top Wealth Advisers 2024

We are thrilled to announce that David D. Greene, CFP®, Brian T. Jones, CFP®, Jessica R. Ness, CFP®, and Parker G. Trasborg, CFP®, have been named to Washingtonian Magazine's Top Financial Advisers for 2024.

January 3rd, 2024|Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®|

Northern Virginia Magazine Top Financial Professionals 2023

CJM Wealth Advisers2023-08-25T16:10:16+00:00August 25th, 2023|Categories: Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2023

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38+00:00July 27th, 2023|Categories: Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

The SECURE Act 2.0 passed in December 2022 made broad changes to the tax code including 529 college savings plans.

CJM Video Market Update: July 2023

CJM Wealth Advisers2023-07-12T19:07:28+00:00July 12th, 2023|Categories: Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the second quarter of 2023.

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|

Tips for 529 Plan Withdrawals

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

RMD’s: Not for You Till 72

CJM Wealth Advisers2022-06-23T17:37:55+00:00Financial Planning, Griffin B. Baker, CFP®, Insights, Investment Management, Retirement|

The Securing a Strong Retirement Act of 2022

CJM Wealth Advisers2022-06-23T12:37:08+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

What to do After Paying Off Your Mortgage

CJM Wealth Advisers2022-03-28T18:10:13+00:00Brian T. Jones, CFP®, Financial Planning, Insights|

Funding Retirement Income Goals Through Volatile Markets

CJM Wealth Advisers2022-03-29T12:57:15+00:00Financial Planning, Insights, Investment Management, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs

CJM Wealth Advisers2022-03-01T18:12:55+00:00Financial Planning, Insights|

More Than Money 2021

CJM Wealth Advisers2021-12-17T14:13:11+00:00CJM News, Financial Planning, Insights, Retirement, Transition Planning, Videos|

Medicare Annual Enrollment: What do I need to know?

CJM Wealth Advisers2022-08-04T17:33:51+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement, Videos|

Survivor Checklist: What to do in the days and weeks after a loss

CJM Wealth Advisers2021-08-30T14:40:23+00:00Financial Planning, Insights, Jessica Ness, CFP®, Transition Planning|

What’s Going on with Inflation?

Jason Yang2021-07-01T16:04:11+00:00David D. Greene, CFP®, Financial Planning, Insights, Videos|

Teenagers, Credit Cards, and Bitcoin

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

Qualified Charitable Distributions (QCDs)

CJM Wealth Advisers2021-03-30T14:39:52+00:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

Tax Time FAQs

CJM Wealth Advisers2021-02-25T15:59:35+00:00Financial Planning, Insights|

6 Questions to Ask a Potential Financial Planner

CJM Wealth Advisers2021-02-09T17:55:53+00:00Financial Planning, Insights, Investment Management|

Stock Market Returns When a President Runs for Re-Election

CJM Wealth Advisers2020-09-18T12:45:53+00:00Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA|

4 Things You Need To Know About the CARES Act

CJM Wealth Advisers2020-09-04T11:36:18+00:00Financial Planning, Insights, Investment Management, Retirement|

Mortgage Rates Hit Record Lows: Should I Refinance?

CJM Wealth Advisers2020-06-18T15:23:56+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

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|

CJM Estate Planning Part 2

CJM Wealth Advisers2019-10-24T18:47:41+00:00Financial Planning, Retirement, Videos|

CJM Estate Planning Part 1

CJM Wealth Advisers2019-10-24T18:49:30+00:00Financial Planning, Retirement, Videos|

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers2019-10-31T19:49:07+00:00Financial Planning, Insights|

Pitfalls of Longer-Term Car Loans

CJM Wealth Advisers2019-10-31T19:49:09+00:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Seeing the Forest through the Trees

CJM Wealth Advisers2019-10-31T20:02:18+00:00David D. Greene, CFP®, Financial 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|

Does your state have an estate income tax (or transfer tax)?

CJM Wealth Advisers2019-10-29T18:38:48+00:00Brian T. Jones, CFP®, Financial Planning, Insights, Transition Planning|

Investment Management

This Election Year, Follow an Independent Investment Strategy

CJM Wealth Advisers2024-03-12T17:40:33+00:00Insights, Investment Management, Kevin E. Donovan, CFA|

CJM Video Market Update: January 2024

CJM Wealth Advisers2024-01-11T15:11:39+00:00Brian T. Jones, CFP®, Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®, Videos|

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|

CJM Video Market Update: October 2023

CJM Wealth Advisers2023-10-20T12:29:00+00:00Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

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|

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

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