Recent News and Articles
Retirement and HSA Contribution Changes for 2025
Changes are coming to retirement and HSA contribution limits in 2025. Griffin Baker, CFP®, highlights the key changes from increased 401(k) catch-up contributions for those aged 60-63 to higher HSA limits. These updates offer an opportunity to boost your savings—don’t miss out!
Navigating Uncertainty: 2024 Elections and Global Conflict Through an Investor’s Lens
Jessica Ness, CFP® outlines key insights from our recent webinar with John B. Emerson, Vice Chairman at Capital Group and former U.S. Ambassador to Germany, as he navigates the complexities of the 2024 elections and global conflicts from an investor's perspective. Learn how political dynamics, U.S.-China relations, and market resilience can influence your investment strategy.
CJM Video Market Update: July 2024
Portfolio Research Director, Kevin E. Donovan, CFA, and Senior Financial Adviser, Parker G. Trasborg, CFP®, discuss markets in the second quarter of 2024 .
Balancing Act: Prioritizing Retirement Savings vs. Kids’ College Education
Are you caught in the dilemma of whether to prioritize retirement savings or your children's college education? Parker G. Trasborg, CFP®, delves into this complex decision, offering insights on achieving financial security while supporting your family's future aspirations. Whether you're weighing the benefits of retirement bliss or investing in your children's potential, this post provides valuable guidance on finding the right balance for your financial journey.
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