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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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All I Want for the Economy – Ep. 212

by CWA
/
December 24, 2024
There’s nothing Santa can’t make in his workshop, right? Holiday wish lists look a little different this year for Hunter and Judson, who map out...
< 1 MIN READ

Get Financially Organized this New Year – Ep. 211

by CWA
/
December 17, 2024
Staggered delivery of tax-related documents and new payment schedules can make organizing your financials hard to keep up with. Instead, preparing to be proactive in...
< 1 MIN READ

Reflect and Celebrate a Year Well Lived

by CWA
/
December 16, 2024
In All Things, Gratitude As we reflect back on 2024, it’s important to remember that every step and every stumble made this year shaped who...
< 1 MIN READ

Pay or Save Student Loan Debt – Ep. 210

by CWA
/
December 10, 2024
When it comes to student loans, are federal or private loans more advantageous? Should you use a Pay as You Earn (PAYE) or a Saving...
< 1 MIN READ

What Your Staff is Looking For in 2025

by CWA
/
December 4, 2024
Three ways to improve job satisfaction in the coming year Key Takeaways Understanding what motivates staff to change jobs can help practice owners know where...
3 MIN READ

Holiday Budgeting – Ep. 209

by CWA
/
December 3, 2024
The holidays can be a frantic time with last-minute gift-giving, countless presents to buy and over-generous spirits. Despite the joy of the holiday season, it...
< 1 MIN READ

2025 IRS Contribution Limits – Ep. 208

by CWA
/
November 26, 2024
As the new year approaches, it’s crucial to know exactly how much you can put away in your different savings funds to set your goals...
< 1 MIN READ

Post-Election Analysis (Part 2) – Ep. 207

by CWA
/
November 19, 2024
At the peak of both Trump and Biden’s presidencies, oil production was comparable. Will that trend continue, or will the U.S. be left with more...
< 1 MIN READ

You Probably Aren’t Saving Enough for Retirement

by CWA
/
November 18, 2024
The SECURE Act can help you get back on track. Key Takeaways The Rule of 4% helps you estimate the amount of money you can...
3 MIN READ

Post-Election Analysis – Ep. 206

by CWA
/
November 12, 2024
On election night, the surprise of the large red wave resulted in an upward surge in the market, with the S&P 500 up 2.5%, mid-caps...
< 1 MIN READ

How-to Prioritize Your Savings

by CWA
/
November 11, 2024
A guide for getting started Saving for retirement, paying down debt, buying a home or building liquidity—when extra money is tight, where should your dollars...
5 MIN READ

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TOP POSTS

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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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • 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
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
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