Recent News and Articles
Please Pass the SALT: What the New OBBBA Means for Homeowners
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings a major change for homeowners who itemize their deductions. The legislation raises the State and Local Tax (SALT) deduction limit from $10,000 to $40,000 beginning in 2025, with small annual increases through 2029. While the higher deduction phases out for incomes above $500,000, many taxpayers may see a meaningful reduction in their federal tax burden. If you typically itemize, talk with your tax preparer to see how the new SALT limits may affect your 2025 return and how this change fits into your broader financial plan.
Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education
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.
Teenage Drivers & Navigating the Road After an Accident
Are you prepared for the inevitable mishaps of teenage drivers? Learn essential tips for handling accidents in our latest blog post by Brian T. Jones, CFP®. From staying calm to contacting your insurance agent, ensure you're equipped for any road bumps ahead.
CJM Video Market Update: April 2024
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the first quarter of 2024 and expectations of what to try to expect from the Fed for the rest of the year.
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