The secure act offers new flexibility for unused dollars Key takeaways The SECURE Act offers the ability to rollover up to $35,000 of unused 529...

Market Movements & Fed Forecasts – Ep. 265
CWA
December 23, 2025
The Fed announced the final rate cut of the year by 25 basis points, new employment data was released and updated CPI numbers were printed. The guys discuss rate cuts in 2026, the potential influence of new Fed leadership and
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February 5, 2024
Best practices for making a seamless switch Key takeaways Insurance reimbursement rates have not kept up with higher practice expenses. Many private dental practices are...
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January 5, 2024
Is this the year we return to normal, or a new normal? Key takeaways For dental practices to thrive in this type of market, business...
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December 18, 2023
Why 2023’s market may have given investors a false sense of security Written: Dec. 5, 2023 What a difference a year makes. After 2022 experienced...
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December 5, 2023
Learn why gifting stocks can be the gift that keeps on giving Key takeaways The gift of time can make a stock transfer even more...
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November 17, 2023
Tax Deductions for the Business Use of Your Vehicle If there is a list of top questions CWA advisors get, how to deduct a vehicle...
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November 7, 2023
Investing in a short-term rental (STR) can significantly lower your tax burden. Learn about short-term rental tax deductions & STR tax loopholes from a CPA.
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October 20, 2023
Learn how to best optimize your assets in this uncertain environment Key takeaways The underlying factors in today's financial environment are different than of 2007....
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October 6, 2023
Implement these tax-saving action items before year-end This year has been unique. We’ve seen the market rebound and inflation slow down, all while interest rates...
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September 1, 2023
In today’s high-interest-rate environment, we explain how not all debt is created equal & how to prioritize paying off high-cost debt while understanding when “good...
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August 18, 2023
Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...
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