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...
CWA DIGITAL NEWS

The How Much Episode – Ep. 264
CWA
December 16, 2025
Planning for a secure future starts with asking the right questions, like “How much money do I need?” Hunter and Judson discuss how much you
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December 6, 2018
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...
3 MIN READ
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November 5, 2018
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...
5 MIN READ
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August 7, 2018
August means back to school, and for many parents means waving their adult children off to college. Preparing to send your adult children off to...
3 MIN READ
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February 6, 2018
The College Board released college cost data for the 2017-2018 school year in its annual Trends in College Pricing report. Here are the highlights: -...
4 MIN READ
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December 5, 2017
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. ...
5 MIN READ
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September 1, 2017
My colleagues and I have watched dental school and education costs grow at an astonishing clip in the past few years during my work with...
3 MIN READ
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June 6, 2017
After its second year of working with high schools in the Dallas area, the 3to1 Foundation’s seminars and scholarship initiatives are gaining momentum and receiving...
2 MIN READ
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December 11, 2015
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...
2 MIN READ
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September 14, 2015
It’s not abnormal for practices to see slow patient traffic during the early summer to fall transition period. If your practice sees a similar trend, watch...
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August 4, 2015
CWA Financial Planner Keith Klein offers three ways to make managing your mound of dental school debt far less daunting.
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