CJM Blog

Forbes: Five Simple New Year’s Resolutions for Business Owners

Setting small, short-term goals for the new year is an excellent way for business owners to create momentum, and it can help set the tone for the next 12 months.

Important Announcement Regarding CJM Portfolios

Over the next two days Dimensional Fund Advisors (DFA) will be declaring its capital gains distributions. What does that mean for your portfolio value?

An Interview with Samantha Gaspin, Founder of “The Traveling Board”

As part of our effort to engage the next generation of investors, we recently interviewed new business owner and CJM client Samantha Gaspin, founder of The Travelling Board.

Physicians: Don’t “Google” Your Financial Symptoms

Don’t “Google” your symptoms. We have all done it, even though we’ve been told not to, and although it’s typically said as a light-hearted warning, it’s actually really good advice.

Medicare Mistakes and Myths Uncovered

Whether you’re already enjoying retirement, or still within a few years of leaving the workforce, understanding the ins and outs of Medicare can certainly be confusing. Unfortunately, making just one mistake can truly cost you, so it’s important to be familiar with your plan, benefits, and the main rules and guidelines. Below, we have uncovered...

Women and Wealth: Taking Charge of Financial Hurdles

We’re often told to “prepare for the unpredictable.” Which really sounds like an oxymoron – how can you prepare for something that you never expected? But women, especially, need to prepare for life’s surprises, since studies have shown that they face unique hurdles. Women are impacted financially by longer life spans, greater healthcare costs, lower...

Volatility Worries

During a volatile market, it's important to remember that volatility is normal. We hope this video will be informative, and help give you peace of mind during what can be a very trying time.

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...
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