CJM Blog

A Note from Charlie: A Different Kind of Home Run

As financial advisors, we have absolutely no control over the direction of the markets. We take no credit for when they rise, and no blame for when they fall. However, we do have control over other very important things.

Five Advantages of an ABLE Account for Long-Term Care

An ABLE account is a tax-advantaged savings account for families with disabilities, and is suitable for both children and adults.

5 Strategies to Replace Your Stretch IRA

Thanks to the recently passed SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019), the Stretch IRA will be eliminated to help pay for new retirement revenue provisions. If you already own a very large tax deferred qualified plan, stop contributions immediately, and read through these five different options that might help...
Cybersecurity

4 Easy Cybersecurity Steps 401(k) Plan Participants Can Take Today

Read through our quick list of easy-to-implement, but still very applicable, best practices to help plan participants protect their 401(k) plan.

Beauty and The Beast

As parents, we all have moments that make us so incredibly proud, and we can probably remember each and every one of them. For me, the night of Thursday, May 30, 2019, was one of the highlights of my life.
Early Retirement

Early Retirement: The Good, The Bad, and The Ugly

Although the prospect of early retirement is appealing to many people, there is much to consider before taking the plunge – and not all considerations are related to money. Savvy pre-retirees spend time running numbers, preparing for both the expected and unexpected, and trying to plan for their life after work. If early retirement is...

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