Most people know that saving in a 401(k) plan is one of the primary vehicles to wealth accumulation. For a business owner—starting your own plan...

Every year, interest rates on new federal student loans are reset by Congress for the upcoming academic year. For the first time in three years,...

This is part two of three in a series of articles about preparing for a potential recession. In each, CWA dives deep into strategies for...

Congratulations on making the decision to start saving for college.  Education savings plans allow family members to put money away for a future student's tuition,...

According to a recent CNBC article, adult children are putting a financial strain on their parents, and likely severely impacting their retirement. A recent Bankrate.com...

CPA and Financial Planner Emmanuel Miller is very familiar with cashflow concerns.  New clients walk in the door for the first time, and it’s a...

A version of this article was originally published in the March edition of Dentaltown.  By Judson Crawford, CPA Looking at your staff salaries by hourly...

As a business owner, you work hard so you and your family can have the best things in life. The success of your business directly...

In a recent episode of The Dentalpreneur Podcast, host Dr. Mark Costes took the opportunity to bounce a slew of money related questions off of...

When the Tax Cuts and Jobs Act passed at the end of 2017, CPAs hurried to understand the most comprehensive tax update in the United...

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...