CWA DIGITAL NEWS

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

Turning Time Into Wealth – Ep. 255
by CWA
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October 14, 2025
Benjamin Franklin famously summarized the financial concept of compounding by saying, “A penny saved is a penny earned.” Leveraging compound interest is essential for building your...
< 1 MIN READ

Year-End Tax Planning Considerations for 2025
by CWA
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October 8, 2025
Implement these tax-saving action items before year-end Key TakeawaysThe last quarter of the year is a great time to get organized and prepared for the...
6 MIN READ

Five Tax Savings Environments – Ep. 254
by CWA
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October 7, 2025
Tax diversification allows for flexibility in reallocating your savings when unexpected expenses arise. But with the new tax law changes, should your tax savings strategies...
< 1 MIN READ

The Sweet Spot for Refinancing – Ep. 253
by CWA
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September 30, 2025
The recent Fed cut makes refinancing your loans seem like an appealing course of action. However, the type of loan, debt interest rates and future...
< 1 MIN READ

Don’t Leave It to the State – Ep. 251
by CWA
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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...
< 1 MIN READ

Hurdles in Hygiene – Ep. 250
by CWA
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September 9, 2025
In the last few years, hygiene staff have been hard to come by, not to mention with higher hourly rates than before.  From recruiting to...
< 1 MIN READ

Tax Tips and Touchdowns – Ep. 249
by CWA
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September 2, 2025
The One Big Beautiful Bill made several tax reforms permanent, creating a significant opportunity for your financial plan to incorporate strategic, proactive decision-making in your...
2 MIN READ

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