Recent News and Articles
Clear as mud: RMD rules change again for 2023
Required Minimum Distribution rules changed again in 2023. Jessica Ness, CFP® tries to make sense of the new changes.
Tips for 529 Plan Withdrawals
529 plans are a great tool for saving and paying for education expenses. We’ve collected a few tips to help you withdraw funds from your 529 plan.
Northern Virginia Magazine Top Financial Professionals 2022
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 2022.
CJM Video Market Update: July 2022
Kevin E. Donovan, CFA, and Parker G. Trasborg, CFP® discuss recent major headlines and what happened in markets during the second quarter of 2022.
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