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CWA DIGITAL NEWS

2026 Risks & Rewards – Ep. 263
Give Yourself a Raise
The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261

2026 Risks & Rewards – Ep. 263

CWA December 9, 2025

Is the market due for a dip in 2026? From the industrial renaissance boosting growth to potential corrections in AI investments, the guys cover how these

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Turning Time Into Wealth – Ep. 255

by CWA
/
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
/
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
/
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

What the Fed’s Rate Cut Means for the Economy and...

by CWA
/
October 2, 2025
The Federal Reserve cut interest rates by 0.25 percentage points, despite rising inflation and an upward revision to GDP growth. Core Personal Consumption Expenditures (PCE)...
2 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

Buy or Lease? Cash or Finance?

by CWA
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September 8, 2025
Insight You Need For Your Next Car Purchase Key Takeaways The decision to lease or buy a car depends on how you plan to use...
4 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

AI Energy Demand and Market Updates – Ep. 248

by CWA
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August 26, 2025
AI demands energy and infrastructure to operate at its full potential. But do these demands exceed current capacity, and how do markets respond to further...
< 1 MIN READ

OBBB Student Loan Changes – Ep. 247

by CWA
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August 19, 2025
The One Big Beautiful Bill made updates to student loan payment plans, aiming to help borrowers pay off their loans and encourage higher education institutions...
< 1 MIN READ

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2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

2026 Risks & Rewards – Ep. 263

December 9, 2025

Give Yourself a Raise

December 8, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025
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    • History
    • Powering Potential
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  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
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      • 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
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