Recent News and Articles
CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023
CJM hosts Cozy Wittman, College Planning Expert, from College Inside Track. This past year has resulted in some of the most significant changes to the college planning process in decades. We discuss the changes with Cozy during this webinar recorded on October 26, 2023.
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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