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Recent News and Articles

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

CJM hosts Cozy Wittman, College Planning Expert, from College Inside Track. This past year has resulted in some of the most significant changes to the college planning process in decades. We discuss the changes with Cozy during this webinar recorded on October 26, 2023.

SECURE Act 2.0 – What Do I Need to Know?

January 30th, 2023|Categories: Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

On December 29, 2022 Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 as part of a larger spending package. The updates in SECURE Act 2.0 cover a wide array of pre and post-retirement planning issues; we break down several of the most applicable provisions.

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CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

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