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The Next Recession – A Look Back
Recession talk has been all over the news after the U.S. experienced its second quarter of negative GDP growth recently. Two quarters of decline has been the shorthand definition of a recession, but there is more to it than that.
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.
RMD’s: Not for You Till 72
Griffin Baker, CFP® shares how the new RMD rules will affect clients and their financial future.
The Securing a Strong Retirement Act of 2022
Brian Jones, CFP® explains the proposed legislation of the Securing a Strong Retirement Act of 2022.
Planning For Long Term Care with Dr. Christine Hunter
David Greene, CFP® hosts Dr. Christine Hunter, to discuss real life long term care planning experiences.
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