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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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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

Energy, Decoupling and A Strong Economy – Ep. 203

by CWA
•
October 22, 2024
Fixed-rate payments, AI CapEx spending and federal spending acts have secured a strong economy, leaving fiscal policy not powerful enough to push the transmission mechanism...
< 1 MIN READ

Topic Smattering – Ep. 202

by CWA
•
October 15, 2024
The recent Social Security cost of living adjustment increase was one of the smallest adjustments in four years, whereas there was an increase of over...
< 1 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
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    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
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      • Accumulating Wealth Podcast
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