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Don’t Leave It to the State – Ep. 251
CWA
September 16, 2025
Estate planning encompasses more than passing down family heirlooms and large sums of wealth. Creating an estate plan ensures your loved ones are taken care
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February 28, 2024
What you need to know about the beneficial ownership information report Updated Feb. 26, 2025 On Feb. 19, 2025, the Financial Crimes Enforcement Network (FinCEN)...
3 MIN READ

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February 19, 2024
Credit card debt soars in the U.S. while personal savings rates dive. Which should you focus on fixing first in your financial plan? Hunter and...
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February 19, 2024
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...
3 MIN READ

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February 13, 2024
It’s an election year, but not just for the United States. Over 50 countries are facing high-stakes elections this year, many of them sure to...
< 1 MIN READ

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CWA
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February 7, 2024
It may seem confusing to differentiate between yield and growth and what ways your investments make returns. Hunter and Judson dive into the difference between...
< 1 MIN READ

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CWA
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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...
4 MIN READ

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CWA
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January 29, 2024
The high buying price of Bitcoin can significantly deter many wanting to invest in the cryptocurrency market. However, the new spot Bitcoin exchange-traded funds (ETFs)...
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January 23, 2024
Say you invested money at the beginning of 2006. By the end of 2021, that investment would have an annualized return of 10.6% each year....
< 1 MIN READ

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January 16, 2024
What will 2024 unveil for major indexes, interest rates and the housing market? While they can’t predict all the answers, Hunter and Judson discuss what...
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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...
4 MIN READ
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