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Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

Are you caught in the dilemma of whether to prioritize retirement savings or your children's college education? Parker G. Trasborg, CFP®, delves into this complex decision, offering insights on achieving financial security while supporting your family's future aspirations. Whether you're weighing the benefits of retirement bliss or investing in your children's potential, this post provides valuable guidance on finding the right balance for your financial journey.

Teenage Drivers & Navigating the Road After an Accident

Are you prepared for the inevitable mishaps of teenage drivers? Learn essential tips for handling accidents in our latest blog post by Brian T. Jones, CFP®. From staying calm to contacting your insurance agent, ensure you're equipped for any road bumps ahead.

CJM Video Market Update: April 2024

Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the first quarter of 2024 and expectations of what to try to expect from the Fed for the rest of the year.

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024

CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia.  Forbes ranking of best-in-state advisers was developed by Shook Research, an organization that specializes in ranking top wealth advisers around the country.  Their ranking criteria included factors such as years of service, client experience and retention, and community involvement.

Tax Time FAQs 2024

Here are some helpful links and dates for the 2023 tax year as well as answers to some frequently asked questions.

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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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