Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education CJM Wealth Advisers2024-05-10T12:33:08-04:00May 10th, 2024|Categories: Education Planning, Financial Planning, Insights, Parker G. Trasborg, CFP®, Retirement| Read More
CJM Presents Cozy Wittman – Major Changes to the College Planning Process Happened in 2023 CJM Wealth Advisers2023-11-02T14:45:19-04:00November 2nd, 2023|Categories: Education Planning, Insights, Parker G. Trasborg, CFP®, Videos, Webinars| Read More
Planning for College with Cozy Wittman CJM Wealth Advisers2023-09-28T14:20:36-04:00September 28th, 2023|Categories: Education Planning, Insights, Parker G. Trasborg, CFP®, Videos| Read More
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| Read More
Tips for 529 Plan Withdrawals CJM Wealth Advisers2022-09-02T17:50:32-04:00September 1st, 2022|Categories: Education Planning, Financial Planning, Insights, Investment Management, Jessica Ness, CFP®| Read More
Teenagers, Credit Cards, and Bitcoin CJM Wealth Advisers2021-06-02T19:06:46-04:00June 2nd, 2021|Categories: Brian T. Jones, CFP®, Education Planning, Financial Planning, Insights| Read More
College Savings: 529 Plans CJM Wealth Advisers2019-11-25T19:43:04-05:00September 17th, 2019|Categories: David D. Greene, CFP®, Education Planning, Financial Planning, Parker G. Trasborg, CFP®, Videos| Read More
Can a 529 plan affect the amount of financial aid my child receives? CJM Wealth Advisers2019-10-31T19:36:32-04:00August 31st, 2018|Categories: Education Planning, Insights, Investment Management| Read More
How Assets Impact College Aid Eligibility on FAFSA and CSS Profile CJM Wealth Advisers2019-10-16T14:00:03-04:00August 24th, 2017|Categories: Education Planning, Financial Planning, Insights| Read More
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