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....

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...

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...

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...

What’s causing it and how to weather this challenging market Key takeaways With a housing market that never fully recovered from the 2008 recession, homebuyers...

Ask these three questions to ensure they are set up Estate planning is an essential element of one’s financial plan. We’ve covered it in our...

Will your current risk profile get you to your goals? Key Takeaways  The bear market hung around for 248 days, costing investors an estimated $3...

Surprise! You owe money to the IRS People hate surprises. Especially when it involves owing money. In his 20 plus years as CWA’s Partner and...

Find out if your net profit is in line with the industry averages The last three years have been a roller coaster for dental practice...

UPDATE: IRS PAUSES NEW ERC CLAIMS  On Sept. 14, 2023, the IRS announced that new claims for the Employee Retention Tax Credit, or ERC, won’t...

Why accepting higher staffing costs is key to keeping profits intact If your dental practice hasn’t experienced major staffing challenges over the last year or...