Financial Planning

Maximize Your Savings: IRS Releases 2026 Retirement Contribution Limits

CJM Wealth Advisers2025-12-01T14:02:32-05:00December 1st, 2025|Categories: Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|

Please Pass the SALT: What the New OBBBA Means for Homeowners

CJM Wealth Advisers2025-11-04T15:41:15-05:00November 4th, 2025|Categories: Brian T. Jones, CFP®, Financial Planning, Insights|

CJM and Silver Bridges Consulting – Navigating Senior Living: Understanding the Options

CJM Wealth Advisers2025-10-17T07:19:19-04:00October 17th, 2025|Categories: Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Estate Planning Basics: Wills, Trusts, and Key Documents Everyone Needs

CJM Wealth Advisers2025-09-05T14:16:28-04:00September 5th, 2025|Categories: Financial Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Distributions: How to Pay for College the Smart Way

CJM Wealth Advisers2025-07-03T12:39:18-04:00July 14th, 2025|Categories: David D. Greene, CFP®, Education Planning, Financial Planning, Insights, Videos|

Understanding Stagflation

CJM Wealth Advisers2025-05-27T10:42:58-04:00May 27th, 2025|Categories: Financial Planning, Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

Market Down? Here’s How to Use Investment Tax Losses to Your Advantage

CJM Wealth Advisers2025-03-25T13:06:21-04:00March 25th, 2025|Categories: Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Videos|

Tax Time FAQs 2025

CJM Wealth Advisers2025-03-20T13:43:39-04:00January 22nd, 2025|Categories: Financial Planning, Insights|

When It’s Time To Move

CJM Wealth Advisers2024-11-19T15:55:53-05:00November 19th, 2024|Categories: Brian T. Jones, CFP®, Financial Planning, Insights|

Retirement and HSA Contribution Changes for 2025

CJM Wealth Advisers2024-11-18T16:23:27-05:00November 18th, 2024|Categories: Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement|