Recent News and Articles
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.
What to do After Paying Off Your Mortgage
What to do after you pay off your mortgage.
Funding Retirement Income Goals Through Volatile Markets
Volatile markets can be stressful especially when you’re retired and taking income from your portfolio. CJM's system helps to ease some of that anxiety.
Tax Time FAQs
Here are some helpful links and dates for the 2021 tax year as well as answers to some frequently asked questions.
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