Fifteen Minutes to Financial Peace

One of the tools our financial planners use in consult with their clients is a simple concept called Know Your Ratio. Understanding this ratio can allow you to self-diagnose your financial health [...]

Retire only when you are ready

The reasoning behind the desire to retire is unique. Some will want to retire because they no longer enjoy the day-to-day work that they do.  Others will look forward to retirement because they [...]

Making College Costs a Family Affair

As financial advisors, keeping a close watch on how college costs are trending is an important part of CWA’s work for our clients with school-age children. But we believe financial planning is a [...]

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