Skip to content
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • XERO Sign In
  • Client Sign In
    • CWA Client Portal
    • Suralink Client Portal
    • eMoney Login
    • Black Diamond Login
  • Facebook
  • LinkedIn
  • Youtube
  • Instagram
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact

CWA DIGITAL NEWS

Living for the Present – Ep. 242
The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond
Are Your Investments Too Confident? – Ep. 241
Breaking Down the Dental Practice Profitability Formula

Living for the Present – Ep. 242

CWA July 15, 2025

Financial plans tend to focus on the future, like retirement plans and savings goals. It can be tempting to sacrifice the bigger gains of the

Loading...

Documents Your 18-Year-Old Needs to Have

by CWA
•
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

Cost of College: Savings Expectation vs. Reality

by CWA
•
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

Retire only when you are ready

by CWA
•
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

6 Critical Steps to Paying Off Dental School Debt

by CWA
•
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

DISD high school students learning lifelong financial lessons

by CWA
•
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

Making College Costs a Family Affair

by CWA
•
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

Slow Patient Traffic? Try This.

by CWA
•
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...
< 1 MIN READ

VIDEO: Pulling Your Way Out of Dental School Debt

by CWA
•
August 4, 2015
  CWA Financial Planner Keith Klein offers three ways to make managing your mound of dental school debt far less daunting.
< 1 MIN READ

Answers to Your Top Questions About Fee Setting

by CWA
•
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...
< 1 MIN READ

VIDEO: Investing For Your Temperament

by CWA
•
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.
< 1 MIN READ

VIDEO: 3:1 CWA Principles for Wealth Accumulation

by CWA
•
May 6, 2015
CWA Financial Planner Hunter Satterfield shares 1:1, 2:1 and 3:1 -- CWA principles for achieving financial freedom.
< 1 MIN READ

End of content

No more pages to load

« Previous 1 … 11 12 13 Next »
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories
  • Accounting (8)
  • Accumulating Wealth Podcast (195)
  • Annual Meeting (14)
  • Digital News Feature (154)
  • Financial Planning (134)
  • Inside CWA (28)
  • Investing (51)
  • Knowledge & Know-How (78)
  • News (84)
  • PR/Marketing/Social Media (4)
  • Practice Management (93)
  • Practice Transition (3)
  • Seminars & Events (12)
  • Tax News (96)
  • Technology (5)
  • The 3to1 Foundation (12)
  • The Advisors' Shelf (11)
  • Videos (32)

TOP POSTS

Living for the Present – Ep. 242

July 15, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Investment Updates

July 6, 2025

Living for the Present – Ep. 242

July 15, 2025

Are Your Investments Too Confident? – Ep. 241

July 8, 2025

Breaking Down the Dental Practice Profitability Formula

July 7, 2025

Investment Updates

July 6, 2025
CONNECT WITH US
  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
  • Privacy
  • Disclosures
  • Terms of Use
  • Events
Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco