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CWA DIGITAL NEWS

OBBB Student Loan Changes – Ep. 247
Market Upturn and Child IRA Accounts – Ep. 246
Managing the Ebbs & Flows of Practice Cash Flow
Investment Updates

OBBB Student Loan Changes – Ep. 247

CWA August 19, 2025

The One Big Beautiful Bill made updates to student loan payment plans, aiming to help borrowers pay off their loans and encourage higher education institutions

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Preparing Your Estate Plan – Ep. 214

by CWA
•
January 7, 2025
Estate plans are a crucial part of a financial plan but are often overlooked or procrastinated. With ever-changing estate tax exemptions and guidelines, it’s important...
< 1 MIN READ

New Year, New Financial Resolutions – Ep. 213

by CWA
•
December 31, 2024
As we ring in the new year and start setting new goals, one area of resolutions that some people may overlook is their financials. Just...
< 1 MIN READ

All I Want for the Economy – Ep. 212

by CWA
•
December 24, 2024
There’s nothing Santa can’t make in his workshop, right? Holiday wish lists look a little different this year for Hunter and Judson, who map out...
< 1 MIN READ

Get Financially Organized this New Year – Ep. 211

by CWA
•
December 17, 2024
Staggered delivery of tax-related documents and new payment schedules can make organizing your financials hard to keep up with. Instead, preparing to be proactive in...
< 1 MIN READ

Pay or Save Student Loan Debt – Ep. 210

by CWA
•
December 10, 2024
When it comes to student loans, are federal or private loans more advantageous? Should you use a Pay as You Earn (PAYE) or a Saving...
< 1 MIN READ

Holiday Budgeting – Ep. 209

by CWA
•
December 3, 2024
The holidays can be a frantic time with last-minute gift-giving, countless presents to buy and over-generous spirits. Despite the joy of the holiday season, it...
< 1 MIN READ

2025 IRS Contribution Limits – Ep. 208

by CWA
•
November 26, 2024
As the new year approaches, it’s crucial to know exactly how much you can put away in your different savings funds to set your goals...
< 1 MIN READ

Post-Election Analysis (Part 2) – Ep. 207

by CWA
•
November 19, 2024
At the peak of both Trump and Biden’s presidencies, oil production was comparable. Will that trend continue, or will the U.S. be left with more...
< 1 MIN READ

Post-Election Analysis – Ep. 206

by CWA
•
November 12, 2024
On election night, the surprise of the large red wave resulted in an upward surge in the market, with the S&P 500 up 2.5%, mid-caps...
< 1 MIN READ

State of the States – Ep. 205

by CWA
•
November 5, 2024
7 out of the 10 best stock market performing days in 2020 happened in down markets. If an investor were to miss out on those...
< 1 MIN READ

Women in Wealth – Ep. 204

by CWA
•
October 29, 2024
There’s a significant difference in the way men and women make financial decisions and feel towards their investments. And while some research shows that women...
< 1 MIN READ

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TOP POSTS

OBBB Student Loan Changes – Ep. 247

August 19, 2025

Market Upturn and Child IRA Accounts – Ep. 246

August 11, 2025

Managing the Ebbs & Flows of Practice Cash Flow

August 11, 2025

Investment Updates

August 5, 2025

OBBB Student Loan Changes – Ep. 247

August 19, 2025

Market Upturn and Child IRA Accounts – Ep. 246

August 11, 2025

Managing the Ebbs & Flows of Practice Cash Flow

August 11, 2025

Investment Updates

August 5, 2025
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    • History
    • Powering Potential
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  • Services
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      • Business Planning
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    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
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      • Accumulating Wealth Podcast
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