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.
Tax Time FAQs
Here are some helpful links and dates for the 2021 tax year as well as answers to some frequently asked questions.
Washingtonian Top Financial Advisers 2022
CJM Wealth Advisers is proud to announce that Washingtonian Magazine has named Tracey A. Baker, Brian T. Jones, Jessica R. Ness and Parker G. Trasborg to their list of Top Financial Professionals for 2022.
CJM In the News: Barron’s Magazine
Brian Jones was recently featured in a Barron’s Magazine article, “Should Financial Advisors Mix Family and Business?”. He discusses working with his father, Tim Jones, for 22 years and Tim’s retirement from the business. Read the full article here: https://www.barrons.com/advisor/articles/financial-advisors-family-business-51643829598
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