Recent News and Articles
Defining Successful Retirement Planning
Successful retirement planning goes beyond just the dollars and cents. Tracey discusses other important factors to think through as we plan for the future.
Financial Times Top 300 Registered Investment Advisers
CJM Wealth Advisers, Ltd. Named to 2018 Financial Times 300 Top Registered Investment Advisers CJM Wealth Advisers, Ltd. is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. This list recognizes the top independent RIA firms across the country. This is the fifth annual FT 300 list produced independently by the Financial Times. Areas of consideration for the ranking include asset growth, company years in existence, compliance record, industry certifications (CFP®, CFA, etc.), and online accessibility. “We are honored to be recognized as one of the best independent [...]
CJM Is Turning 40!
2018 is an important year for CJM Wealth Advisers. Forty years ago Dick Cooper started our business, making us one of the oldest financial planning firms in the region and yes, the country. Over the years, this business has grown, and we are now one of the larger firms in Northern Virginia/DC metro area. Our growth and success is a direct result of our clients who have liked and appreciated what we have done for them, as they have referred their friends and family members to us for financial advice. And through the years, even as we have grown [...]
Demystifying Medicare
‘Parts’ of Medicare Medicare is divided into multiple "parts", all of which have different types of coverage. It is very important you know your options so you make the best choice for your situation! Part A - Hospital Insurance Helps cover inpatient care in hospitals, skilled nursing facilities, hospice and home health care Most people do not pay a premium for Part A Part B – Medical Insurance (Elective) Helps cover “medically-necessary” services: Doctors’ services, outpatient care, preventive services to maintain health, and supplies There is a premium for Part B Part C – Medicare Advantage Plans [...]
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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.
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