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CWA DIGITAL NEWS

The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261
RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259

The Hows & Whys of 529s – Ep. 262

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.

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Selecting the Ideal Business Insurance Coverage for Your Practice

by CWA
/
March 9, 2020
With so many options to consider, how do you ensure you get enough, but not too much? Shopping for business insurance can often feel like...
5 MIN READ

Choosing the Right Life and Disability Insurance for You

by CWA
/
February 1, 2020
Determine exactly how much you need Nearly everyone understands the importance of expecting the unexpected. It is one of the reasons the process of financial...
5 MIN READ

Case Study: The Bigger the Practice, the Better?

by CWA
/
January 31, 2020
Dentists dream big. When I have my first meeting with a client and we try to define their goals, it’s common for their sites to...
4 MIN READ

Become a Goal-Getter This Year

by CWA
/
January 11, 2020
Darrell Cain Shares Goal Setting Advice For many people, the end of a year is time to reflect upon what’s been achieved and what’s ahead....
5 MIN READ

If A Recession Hits: How To Protect Your Personal Savings

by CWA
/
November 25, 2019
CPA tips to accumulate, grow and perpetuate your wealth during economic downturn This is the final article in a series about preparing for a potential...
4 MIN READ

If A Recession Hits: 5 Tips to Mitigate Portfolio Risk

by CWA
/
October 8, 2019
This is part one of three in a series of articles about preparing for a potential recession. Over the coming weeks on our blog, CWA...
5 MIN READ

Has the Private Equity Bubble Burst?

by CWA
/
September 6, 2019
CHRISTY RATCLIFF OFFERS INSIGHT ON WHETHER HIGH VALUATIONS ARE HERE TO STAY. Overall, the dental industry continues to grow and is projected to be a...
3 MIN READ

The Market Impact of Presidential Elections

by CWA
/
August 12, 2019
As the 2020 presidential election looms, many investors are pondering how the results will impact their stock investments. Is there a perfect scheme for a...
4 MIN READ

If A Recession Hits: 7 Ways to Make Your Business...

by CWA
/
August 1, 2019
This is part two of three in a series of articles about preparing for a potential recession. In each, CWA dives deep into strategies for...
4 MIN READ
Capital Expense Budget

5 Simple Steps for a Purposeful Capital Expense Purchase

by CWA
/
July 5, 2019
You either love or hate shopping. And, sometimes it’s even more painful when you need to buy something expensive for your business. But what if...
4 MIN READ

Running Out Of Money In Retirement: Distribution Strategies To Live...

by CWA
/
June 7, 2019
The retirement dream: time spent with family, extended vacations, exploring your hobbies and relaxing leisure time. These are the golden years you’ve worked so hard...
4 MIN READ

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TOP POSTS

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025
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  • About
    • 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
      • Dental Partnerships Podcast
    • Investment Updates
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    • 3to1 Foundation
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco