Recent News and Articles
Giving With Intention: Tax-Smart Ways to Support Family and Charity
Gifting doesn’t have to be a year-end scramble. In this video, Parker G. Trasborg, CFP® and David D. Greene, CFP® walk through tax-smart ways to support family and charities while planning intentionally for 2026.
Maximize Your Savings: IRS Releases 2026 Retirement Contribution Limits
Retirement savings are getting a boost in 2026. See what’s changing with 401(k)s, IRAs, and HSAs and how these updates can help you plan ahead.
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.
CJM and Silver Bridges Consulting – Navigating Senior Living: Understanding the Options
CJM hosted Cyber Security Expert Jeremiah Baker, for a captivating and informative cybersecurity talk as Jeremiah unraveled real-life hacking stories drawn from his extensive 15+ year career dedicated to protecting clients from malicious cyber threats. Drawing from hacking scenarios, Jeremiah guides you on how to shield yourself from falling victim to such malicious acts. Jeremiah provides a hacking checklist takeaway at the end of the presentation. This video is a replay of our webinar on April 30, 2025.
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