Recent News and Articles
Remembering CJM Founder, Richard L. Cooper, CFP®
CJM Wealth Advisers remembers Richard L. Cooper, CFP®, original founder and former President of CJM.
CJM In the News: Great Day Washington
Our very own Parker Trasborg was featured on WUSA9 – CBS’s Great Day Washington program that aired on April 29, 2019. Parker joined Chong Yi of The Yi Team at Fairway Independent Mortgage to discuss financial planning items to consider while buying a home/getting a mortgage. They also discussed how a mortgage can be used in specific cases as a planning tool to meet goals beyond just buying a home.
Plan Ahead for Uncertainty
In October, my mother’s health suddenly failed. Prior to that, she lived completely independently in our family home that she shared with my father until his death five years ago. A sharp 80-year-old, Mom still handled her bills, managed her household, drove her car and operated the television remote control and her telephone like a seasoned professional. While not the most tech savvy, she enjoyed playing games and scanning Facebook on her iPad and was generally happy and healthy. As Mom’s local support system, my husband and I have spent countless hours in hospitals, doctor’s offices, testing [...]
CJM in the Community – 2018
2018 was another successful year of giving back to our community. We again collaborated with Northern Virginia Family Services (NVFS), participating in two out-of-office community service days and holding an in-office holiday toy drive. Despite the record rain and a postponement from the spring, our patience was rewarded with a sunny fall day to hold a field day for three to five year olds at NVFS’s Head Start center in Arlington. Later in the fall, we sorted shelves, cleaned food delivery trucks, repackaged rice and even donated a chest freezer to NVFS’s SERVE campus in Manassas. In December, [...]
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