Recent News and Articles
Planning for College with Cozy Wittman
Parker G. Trasborg, CFP®, hosts Cozy Wittman to discuss how to plan for college.
Clear as mud: RMD rules change again for 2023
Required Minimum Distribution rules changed again in 2023. Jessica Ness, CFP® tries to make sense of the new changes.
The S&P 500 is Beating the Dow – Or Is It?
The S&P 500 is beating the Dow by a wide margin through September 14, 2023 but if we look back a bit further, a different story emerges.
Remembering CJM Founder, Richard L. Cooper, CFP®
CJM Wealth Advisers remembers Richard L. Cooper, CFP®, original founder and former President of CJM.
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