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.
Washingtonian Top Wealth Advisers Hall of Fame
We are thrilled to announce that Tracey A. Baker, CFP®, Brian T. Jones, CFP®, and Jessica R. Ness, CFP® have been named to Washingtonian Magazine's Top Wealth Advisers Hall of Fame.
SECURE Act 2.0 – What Do I Need to Know?
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.
Tax Time FAQs 2023
Here are some helpful links and dates for the 2022 tax year as well as answers to some frequently asked questions.
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