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CWA DIGITAL NEWS

Year-End Tax Planning Considerations for 2025
Five Tax Savings Environments – Ep. 254
What the Fed’s Rate Cut Means for the Economy and You
The Sweet Spot for Refinancing – Ep. 253

Year-End Tax Planning Considerations for 2025

CWA October 8, 2025

Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for

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Identity Theft, Chocolate and Your Kids – Ep. 177

by CWA
•
April 15, 2024
With the rising prevalence of social media, there has been a steady increase in children’s identities being stolen. In 2022, nearly 1 million U.S. children...
< 1 MIN READ

What’s New with Annuities – Ep. 176

by CWA
•
April 9, 2024
Over the next two years, annuity sales will be over $700 billion, compared to $385 billion in 2023. What’s the appeal of these contract investments...
< 1 MIN READ

You Can’t Afford to Fail – Ep. 174

by CWA
•
March 26, 2024
When you think about buying into a dental practice, endless questions arise about how to do it. Between managing debt, potential office upgrades and hiring...
< 1 MIN READ

Does Your Retirement Timeline Hold Up? – Ep. 173

by CWA
•
March 19, 2024
If you retired at the end of 2022, the S&P 500 total rate of return for the three years prior would be 32%, but if...
< 1 MIN READ

Footloose in the Biggest Dental Topics – Ep. 172

by CWA
•
March 12, 2024
It’s time to recap everything discussed at this year’s Annual Meeting! Hunter and Judson share their observations on the hottest topics right now for business...
< 1 MIN READ

More Than Just a Business (Live from CWA Annual Meeting)...

by CWA
•
March 4, 2024
As a business owner, it can be hard to look past the books and know the invaluable impact your trade can have on people every...
< 1 MIN READ

Your Depreciation Timeline – Ep. 169

by CWA
•
February 19, 2024
Credit card debt soars in the U.S. while personal savings rates dive. Which should you focus on fixing first in your financial plan? Hunter and...
< 1 MIN READ

What In the World? – Ep. 168

by CWA
•
February 13, 2024
It’s an election year, but not just for the United States. Over 50 countries are facing high-stakes elections this year, many of them sure to...
< 1 MIN READ

Bringing Home the Yield – Ep. 167

by CWA
•
February 7, 2024
It may seem confusing to differentiate between yield and growth and what ways your investments make returns. Hunter and Judson dive into the difference between...
< 1 MIN READ

A Bit About Bitcoin – Ep. 166

by CWA
•
January 29, 2024
The high buying price of Bitcoin can significantly deter many wanting to invest in the cryptocurrency market. However, the new spot Bitcoin exchange-traded funds (ETFs)...
< 1 MIN READ

It Has to Be Done – Ep. 165

by CWA
•
January 23, 2024
Say you invested money at the beginning of 2006. By the end of 2021, that investment would have an annualized return of 10.6% each year....
< 1 MIN READ

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TOP POSTS

Year-End Tax Planning Considerations for 2025

October 8, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 2, 2025

The Sweet Spot for Refinancing – Ep. 253

September 30, 2025

Year-End Tax Planning Considerations for 2025

October 8, 2025

Five Tax Savings Environments – Ep. 254

October 7, 2025

What the Fed’s Rate Cut Means for the Economy and You

October 2, 2025

The Sweet Spot for Refinancing – Ep. 253

September 30, 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
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
    • Investment Updates
    • Educational Videos
    • 3to1 Foundation
  • Blog
  • Contact
  • Careers
  • References
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  • Terms of Use
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