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...

The One Big Beautiful Bill Act: A Simplified Summary – Ep. 245
CWA
August 5, 2025
The One Big Beautiful Bill Act, signed into law on July 4, 2025, makes many of the tax reforms from the Tax Cuts and Jobs
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June 6, 2025
Part 1: Grow Production by Maximizing Patient Visits Key Takeaways The Profitability Formula outlines a strategy for increasing revenue. A steady stream of patients coming...
4 MIN READ

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CWA
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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...
< 1 MIN READ

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CWA
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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...
< 1 MIN READ

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CWA
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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...
< 1 MIN READ

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CWA
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May 13, 2025
The recent Fed meeting didn’t bring many new developments, but stagflation and lack of rate cuts were hot discussion topics. As international banks make cuts,...
< 1 MIN READ

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CWA
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May 12, 2025
Why it’s more important than ever to understand it. KEY TAKEAWAYS In 20 years, an estimated $84 trillion in financial assets will move from baby...
4 MIN READ

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CWA
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May 6, 2025
The newest edition of the Pediatric Practice Comparison Report is now available! The report compiles data from pediatric practices nationwide to propel your goals this...
< 1 MIN READ

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CWA
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April 29, 2025
Investing and personal finances are typically taught numerically, driven by data and spreadsheets. A problem with this, though, is that financial decisions are also driven...
< 1 MIN READ

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CWA
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April 22, 2025
If appropriately diversified, there will always be a part of your portfolio you hate. Though it’s tempting to try to “recession-proof” your assets as the...
< 1 MIN READ

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CWA
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April 15, 2025
NASDAQ saw its biggest day in point history with a 12-point surge. After the market dropped due to tariffs, is the economy in the clear?...
< 1 MIN READ
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