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CWA DIGITAL NEWS

What’s Your Safe Withdrawal Rate? – Ep. 257
Year-End Tax Playbook – Ep. 256
Turning Time Into Wealth – Ep. 255
Year-End Tax Planning Considerations for 2025

What’s Your Safe Withdrawal Rate? – Ep. 257

CWA October 28, 2025

Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do

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Locking in Interest Rates Before They Rise Even Higher

by CWA
•
May 6, 2022
Is now the time to act before the next hike? The era of ultra-cheap money is over. With interest rates on the rise, borrowing money...
5 MIN READ

Roth or Pre-Tax? Select the Best Savings Strategy for You

by CWA
•
April 18, 2022
Tax planning considerations to optimize your retirement portfolio savings A strategic tax plan is one of the most important steps toward accumulating wealth, and it...
5 MIN READ

Where to Keep Your Cash During Periods of Inflation or...

by CWA
•
April 5, 2022
Unless you’ve been living in a mountain hut in the Andes since the start of the pandemic, you know that inflation is sky-high. You’ve seen...
5 MIN READ

Stock Market Volatility Causes Investors to Question the Course

by CWA
•
January 25, 2022
Long-Term Strategies Capitalize on Market Dislocation The words “Happy New Year” need not apply when it comes to the markets in 2022.  Volatility began at...
3 MIN READ

Inflation’s Impact on Rising Dental Wages

by CWA
•
November 5, 2021
Take this step to offset rising costs The Department of Labor (DOL) stated that consumer prices rose 5.4% during the 12 months ending in September...
4 MIN READ

Saving for College With a UGMA Account Versus a 529...

by CWA
•
September 13, 2021
Which is best for your child? Saving for your child’s college tuition is more necessary than ever before with tuition rising at an average of...
4 MIN READ

How to Avoid a Pension-Poor Retirement

by CWA
•
June 4, 2021
The Importance of a Diversified Funding Strategy to Achieve Financial Freedom We all know how important it is to save for retirement. Most of us...
4 MIN READ

Managing Student Loan Payments in Light of Forbearance and Forgiveness

by CWA
•
May 8, 2021
Should you continue to pay when you don’t have to? The Biden administration announced that coronavirus pandemic relief originally enacted under the CARES Act in...
3 MIN READ

Four “What Ifs” That Can Derail Your Retirement Goals

by CWA
•
April 9, 2021
Navigating the unexpected begins with knowing what to expect Saving for a comfortable retirement is a career-long commitment. It takes planning, patience, perseverance and a...
4 MIN READ

College Tuition Rising at an Average of 6% Per Year

by CWA
•
April 9, 2021
How to save and pay for the increasing cost of tuition It’s that time of the year where students are making their final choices on...
2 MIN READ

Investing in Stocks at Any Age

by CWA
•
February 5, 2021
Whether young or retired, this is advice you can’t ignore At the end of the day, we all want to know the secret that has...
4 MIN READ

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TOP POSTS

What’s Your Safe Withdrawal Rate? – Ep. 257

October 28, 2025

Year-End Tax Playbook – Ep. 256

October 21, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

What’s Your Safe Withdrawal Rate? – Ep. 257

October 28, 2025

Year-End Tax Playbook – Ep. 256

October 21, 2025

Turning Time Into Wealth – Ep. 255

October 14, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025
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    • History
    • Powering Potential
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  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
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      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
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      • Accumulating Wealth Podcast
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