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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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CWA Model Performance Update

by CWA
/
March 20, 2020
March 19 update on T Bank & UMA Model Performance from affiliate Tectonic Advisors Here is a brief update on how investment models are performing.Volatility...
2 MIN READ

President Signs Virus Relief Package Providing Paid Sick Leave

by CWA
/
March 19, 2020
Revised bill offers benefits to both employees and employers On March 18, 2020 the President signed into law a coronavirus relief package that provides paid...
5 MIN READ

Staff and Office Closure Options

by CWA
/
March 17, 2020
Options available if you make the decision to close or limit hours and staff As we continue to monitor the government response to the COVID-19...
5 MIN READ

Managing Cash Flow, Staffing During COVID-19

by CWA
/
March 16, 2020
As the country continues to address the implications of COVID-19, we know many of you are uneasy about the coming weeks and months for both...
4 MIN READ

If A Recession Hits: How To Protect Your Personal Savings

by CWA
/
November 25, 2019
CPA tips to accumulate, grow and perpetuate your wealth during economic downturn This is the final article in a series about preparing for a potential...
4 MIN READ

Has the Private Equity Bubble Burst?

by CWA
/
September 6, 2019
CHRISTY RATCLIFF OFFERS INSIGHT ON WHETHER HIGH VALUATIONS ARE HERE TO STAY. Overall, the dental industry continues to grow and is projected to be a...
3 MIN READ

Understanding Behavioral Finance Through “Thinking, Fast and Slow”

by CWA
/
December 5, 2017
By: Brad Sanders I have been reading between 70-90 books a year for the majority of my adult life.  Admittedly, over two-thirds of that is...
3 MIN READ

Women in Dentistry: The flexibility and reward of ownership

by CWA
/
October 31, 2017
By: CWA Planner Angie Svitak and National Dental Placements CFO Christy Ratcliff The choice to own your own dental practice is, of course, applicable to...
4 MIN READ

Taking back control, with an obtainable goal

by CWA
/
October 31, 2017
By Hunter Satterfield, CPA Since grade school, I have always enjoyed reading.  But every life has a season, and over the years there have been...
3 MIN READ

Protecting yourself following the Equifax cybersecurity breach

by CWA
/
October 6, 2017
Equifax says a giant cybersecurity breach compromised the personal information of as many as 143 million Americans. Cyber criminals have accessed sensitive information, including names,...
2 MIN READ

Suralink: Sharing and accessing files with your financial planning team...

by CWA
/
October 6, 2017
As of Oct. 1, 2017, Cain Watters & Associates is now using Suralink for document exchange. This web-based application combines a user-friendly file portal, request...
< 1 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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  • 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
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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    • 3to1 Foundation
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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco