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What to Do with Extra Cash as Rates Trend Lower
CWA
September 4, 2024
Is your cash savings strategy optimized to fit your life? Key Takeaways When your emergency fund is set and you have extra cash available, tailor
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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...
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November 3, 2015
Significant changes to Part D Prescription Plans: • The initial deductible for Part D prescription drug plans increases by $40 to $360 in 2016. •...
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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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July 6, 2015
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...
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June 8, 2015
Assess your risk tolerance and choose investment strategies that best suit your temperament. Haag Sherman, CEO of Tectonic Advisors, LLC, explains how to do it.
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May 6, 2015
CWA Financial Planner Hunter Satterfield shares 1:1, 2:1 and 3:1 -- CWA principles for achieving financial freedom.
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CWA
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March 25, 2015
WATCH VIDEO: Having a cash flow shortage isn't uncommon for many business owners, but it can be very stressful. Cain Watters Planner Ed Daude shares...
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February 27, 2015
CWA Partner/Financial Planner Judson Crawford Offers 3 Tips for a Stress-free Tax Season
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