A complete financial plan involves more than just investing your money; it also requires investing in yourself. Self-learning through continuing education is a crucial component...

Year-End Tax Playbook – Ep. 256
CWA
October 21, 2025
There is no one-size-fits-all approach to end-of-year tax strategies, so it’s crucial for business owners to know where they can maximize their deductions and start
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July 22, 2025
The purpose of hiring a financial planner isn’t to keep your financial plan the same as it was. Instead, they are there to capitalize on...
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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...
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July 8, 2025
According to a study from the Journal of Behavioral Finance, nearly 74% of investors overestimate their investment skills. Why do so many individuals feel so...
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July 1, 2025
There is no better way to celebrate the Fourth of July than tasting the culinary offerings of an American summer. From processed meats to sweet...
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June 24, 2025
Cognitive biases are systematic errors in thinking and affect how we perceive information and make decisions. Since they can be unconscious mental shortcuts, identifying and...
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June 17, 2025
An associate doctor is the highest salaried employee in a practice outside of the owning doctor, so bringing an associate on can be a daunting...
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June 10, 2025
The power of compounding interest is most impactful over time, when interest has the opportunity to maximize the return on your savings. However, being young...
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June 3, 2025
Between tracking collections, managing insurance and raising fees, it can be difficult to accurately gauge your practice’s metrics and identify areas for improvement. With the...
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May 27, 2025
A Northwestern Mutual study shows that 75% of people who work with an advisor feel financially prepared for retirement versus only 45% of people that...
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May 20, 2025
Across the country, about 12% or more people paid $1,000 a month or more to finance their cars in 2024, with some states polling over...
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