Recent News and Articles
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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