Resources

Maximizing Your Health and Wealth: Health Savings Accounts

Discover the power of Health Savings Accounts (HSAs), revealing the tax advantages, long-term savings potential, and tips to maximize your health and wealth.

February 29th, 2024|Financial Planning, Insights, Parker G. Trasborg, CFP®|

Remembering CJM Founder, Richard L. Cooper, CFP®

CJM Wealth Advisers2023-09-18T16:49:07-04:00September 18th, 2023|Categories: CJM News|

CJM Wealth Advisers remembers Richard L. Cooper, CFP®, original founder and former President of CJM.

Northern Virginia Magazine Top Financial Professionals 2023

CJM Wealth Advisers2023-08-25T16:10:16-04:00August 25th, 2023|Categories: Brian T. Jones, CFP®, CJM News, David D. Greene, CFP®, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Tracey A. Baker, CFP®|

CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2023

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38-04:00July 27th, 2023|Categories: Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

The SECURE Act 2.0 passed in December 2022 made broad changes to the tax code including 529 college savings plans.

News and Articles By Topic

CJM News

CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023

CJM Wealth Advisers2023-11-02T14:45:19-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars|

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36-04:00Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Tips for 529 Plan Withdrawals

CJM Wealth Advisers2022-09-02T17:50:32-04:00Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®|

Teenagers, Credit Cards, and Bitcoin

CJM Wealth Advisers2021-06-02T19:06:46-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights|

College Savings: 529 Plans

CJM Wealth Advisers2019-11-25T19:43:04-05:00David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos|

Can a 529 plan affect the amount of financial aid my child receives?

CJM Wealth Advisers2019-10-31T19:36:32-04:00Education Planning, Insights, Investment Management|

How Assets Impact College Aid Eligibility on FAFSA and CSS Profile

CJM Wealth Advisers2019-10-16T14:00:03-04:00Education Planning, Financial Planning, Insights|

Financial Planning

Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education

CJM Wealth Advisers2024-05-10T12:33:08-04:00Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Teenage Drivers & Navigating the Road After an Accident

CJM Wealth Advisers2024-04-29T18:23:07-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

Maximizing Your Health and Wealth: Health Savings Accounts

CJM Wealth Advisers2024-02-29T21:03:00-05:00Financial Planning, Insights, Parker G. Trasborg, CFP®|

Tax Time FAQs 2024

CJM Wealth Advisers2024-01-30T16:01:06-05:00Financial Planning, Insights|

More Than Money 2023

CJM Wealth Advisers2023-12-21T19:58:58-05:00CJM News, Community Service, David D. Greene, CFP®, Financial Planning, Insights|

Advanced Tax Planning Strategy: The “Mega” Back Door Roth

CJM Wealth Advisers2023-11-16T18:27:50-05:00Brian T. Jones, CFP®, Financial Planning, Insights, Investment Management, Retirement|

Clear as mud: RMD rules change again for 2023

CJM Wealth Advisers2023-09-22T11:45:19-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Retirement|

529 Plan Update: Get a head start on retirement planning

CJM Wealth Advisers2023-07-27T17:12:38-04:00Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights, Retirement|

Defining Successful Retirement Planning

CJM Wealth Advisers2023-06-27T15:52:42-04:00Financial Planning, Insights, Retirement, Tracey A. Baker, CFP®|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2023-11-02T14:45:48-04:00Financial Planning, Insights, Investment Management, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Videos, Webinars|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21-04:00Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

Your Cash is No Longer Trash

CJM Wealth Advisers2023-03-15T12:44:08-04:00Brian T. Jones, CFP®, Financial Planning, Insights|

SECURE Act 2.0 – What Do I Need to Know?

CJM Wealth Advisers2023-01-30T21:36:57-05:00Brian T. Jones, CFP®, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement|

Tax Time FAQs 2023

CJM Wealth Advisers2023-01-24T16:07:09-05:00Financial Planning, Insights|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08-05:00Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|