Recent News and Articles
Retirement and HSA Contribution Changes for 2025
Changes are coming to retirement and HSA contribution limits in 2025. Griffin Baker, CFP®, highlights the key changes from increased 401(k) catch-up contributions for those aged 60-63 to higher HSA limits. These updates offer an opportunity to boost your savings—don’t miss out!
Remembering CJM Founder, Richard L. Cooper, CFP®
CJM Wealth Advisers remembers Richard L. Cooper, CFP®, original founder and former President of CJM.
Northern Virginia Magazine Top Financial Professionals 2023
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 2023
529 Plan Update: Get a head start on retirement planning
The SECURE Act 2.0 passed in December 2022 made broad changes to the tax code including 529 college savings plans.
News and Articles By Topic
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.
Social Media