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More Than Money 2025
At CJM, we are More Than Money. See what the CJM team has been up to in 2025!
Maximize Your Savings: IRS Releases 2026 Retirement Contribution Limits
Retirement savings are getting a boost in 2026. See what’s changing with 401(k)s, IRAs, and HSAs and how these updates can help you plan ahead.
Please Pass the SALT: What the New OBBBA Means for Homeowners
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings a major change for homeowners who itemize their deductions. The legislation raises the State and Local Tax (SALT) deduction limit from $10,000 to $40,000 beginning in 2025, with small annual increases through 2029. While the higher deduction phases out for incomes above $500,000, many taxpayers may see a meaningful reduction in their federal tax burden. If you typically itemize, talk with your tax preparer to see how the new SALT limits may affect your 2025 return and how this change fits into your broader financial plan.
CJM and Silver Bridges Consulting – Navigating Senior Living: Understanding the Options
CJM hosted Cyber Security Expert Jeremiah Baker, for a captivating and informative cybersecurity talk as Jeremiah unraveled real-life hacking stories drawn from his extensive 15+ year career dedicated to protecting clients from malicious cyber threats. Drawing from hacking scenarios, Jeremiah guides you on how to shield yourself from falling victim to such malicious acts. Jeremiah provides a hacking checklist takeaway at the end of the presentation. This video is a replay of our webinar on April 30, 2025.
CJM Video Market Update: October 2025
Parker G. Trasborg, CFP® (Senior Vice President) and Kevin E. Donovan, CFA (Portfolio Research Director) discuss the latest market trends from Q3 2025. Topics include the Fed’s first rate cut of the year, stock market performance, the April tariff sell-off and recovery, why staying invested matters, and how markets typically react to government shutdowns.
Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs
Estate planning isn’t just for the wealthy. Learn why everyone needs key documents like wills, trusts, and powers of attorney—and how estate tax rules in Virginia, Maryland, and D.C. affect families. Discover the importance of guardianship planning for parents with young children
Northern Virginia Magazine Top Financial Professionals 2025
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tina M. Babicz, Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2025.
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Proin eu varius felis. Pellentesque hendrerit elit ornare, ultricies ante eu, vestibulum dui. Quisque venenatis sollicitudin felis eget dictum. Aliquam tincidunt felis orci, ut malesuada ligula malesuada in. Integer lacinia nulla eget nunc lacinia, ac rhoncus velit molestie. Donec sit amet fringilla enim. Nulla facilisi. In hac habitasse platea dictumst. Ut non pulvinar nibh, id maximus velit.
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