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CWA DIGITAL NEWS

The Hows & Whys of 529s – Ep. 262
Give, Save, Spend – Ep. 261
RIP Penny, Hello IRS Limits – Ep. 260
Marry the Project, Date the Rate – Ep. 259

The Hows & Whys of 529s – Ep. 262

CWA December 2, 2025

Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding.

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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 The Biden administration announced that coronavirus pandemic relief originally enacted under the CARES Act in...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

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025

The Hows & Whys of 529s – Ep. 262

December 2, 2025

Give, Save, Spend – Ep. 261

November 25, 2025

RIP Penny, Hello IRS Limits – Ep. 260

November 18, 2025

Marry the Project, Date the Rate – Ep. 259

November 11, 2025
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  • Services
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      • Business Planning
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    • New Doctors
    • DSO Partners
  • Events
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    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
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      • Accumulating Wealth Podcast
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