Featured

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.

Should You Take Advantage Of A Charitable LLC?

Should you take advantage of a Charitable LLC? Although famously utilized by billionaires, this unique strategy is not just for the ultra-wealthy.

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...

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.
ABLE Accounts CNBC

CNBC On The Money Interview with Charles Massimo

CJM Wealth Management Founder and CEO joined Sharon Epperson and Rebecca Quick on CNBC's "On The Money” to discuss ABLE Accounts.

Are you ready to experience the Human Side of Wealth?

Contact CJM today for a Complimentary Consultation.

(631) 777-1030
Send Us an Email