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...

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...

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: -...

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. ...

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...

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...

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...

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...

  CWA Financial Planner Keith Klein offers three ways to make managing your mound of dental school debt far less daunting.

  If you’re concerned about your fees being too high, or not high enough, you’re not alone. CWA Financial Planner Regan Stephenson shares answers to...