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Resources2025-03-20T14:30:04-04:00

Recent News and Articles

CJM Presents Jeremiah Baker: Confessions of a Hacker – How to Protect Yourself Before It’s Too Late!

CJM hosted Cyber Security Expert Jeremiah Baker, for a captivating and informative cybersecurity talk as Jeremiah unraveled real-life hacking stories drawn from his extensive 15+ year career dedicated to protecting clients from malicious cyber threats. Drawing from hacking scenarios, Jeremiah guides you on how to shield yourself from falling victim to such malicious acts. Jeremiah provides a hacking checklist takeaway at the end of the presentation. This video is a replay of our webinar on April 30, 2025.

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

May 10th, 2024|Categories: Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

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.

News and Articles By Topic

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame
Financial Advisor RIA Survey & Ranking 2024

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

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