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CWA DIGITAL NEWS

2026 Risks & Rewards – Ep. 263
Give Yourself a Raise
The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261

2026 Risks & Rewards – Ep. 263

CWA December 9, 2025

Is the market due for a dip in 2026? From the industrial renaissance boosting growth to potential corrections in AI investments, the guys cover how these

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2026 Risks & Rewards – Ep. 263

by CWA
/
December 9, 2025
Is the market due for a dip in 2026? From the industrial renaissance boosting growth to potential corrections in AI investments, the guys cover how these...
< 1 MIN READ

Give Yourself a Raise

by Tim Greaves
/
December 8, 2025
3 Financial Moves to Make in the New Year Key Takeaways A well-designed financial plan gives you the freedom to choose how to spend your...
3 MIN READ

The Hows & Whys of 529s – Ep. 262

by CWA
/
December 2, 2025
Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding....
< 1 MIN READ

Give, Save, Spend – Ep. 261

by CWA
/
November 25, 2025
Whether stored in a piggy bank or savings account, it's crucial to know how your cash is being allocated. But how early should you start...
< 1 MIN READ

RIP Penny, Hello IRS Limits – Ep. 260

by CWA
/
November 18, 2025
The IRS has released new contribution limits, increasing the caps on 401(k)s, IRAs and more, creating opportunities to save more in the coming year. The...
< 1 MIN READ

Marry the Project, Date the Rate – Ep. 259

by CWA
/
November 11, 2025
As rates are coming down, is it better to start your construction project now or wait for the next rate cut? Amidst fluctuating costs and...
< 1 MIN READ

Choosing the Most Tax-Efficient Business Structure for Your Practice

by Zane Harris
/
November 5, 2025
Key Takeaways Choose a business structure that maximizes tax efficiency and helps you retain more income, while ensuring compliance with IRS regulations. For dental practice...
4 MIN READ

Investment Updates

by CWA
/
November 5, 2025
October 2025 Market Update Volatility and uncertainty continue, but the Fed took a step to reduce some of the tension with a second rate cut....
< 1 MIN READ

Take Advantage of the Cut – Ep. 258

by CWA
/
November 4, 2025
With the second rate cut of the year and a third expected by year-end, it’s a crucial time to take advantage of lower refinancing rates...
< 1 MIN READ

What’s Your Safe Withdrawal Rate? – Ep. 257

by CWA
/
October 28, 2025
Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do...
< 1 MIN READ

Year-End Tax Playbook – Ep. 256

by CWA
/
October 21, 2025
There is no one-size-fits-all approach to end-of-year tax strategies, so it's crucial for business owners to know where they can maximize their deductions and start...
< 1 MIN READ

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TOP POSTS

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025
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    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
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