You have about 20 years to instill the value of financial literacy into your children. While it seems like a long time, many college graduates...

Market Upturn and Child IRA Accounts – Ep. 246
CWA
August 11, 2025
GDP printed a 3% increase in Q2 as stocks are performing well in the latest earnings report. Positive indicators like these are promising for a
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October 26, 2022
College is ripe with new experiences but with it, certainly comes new responsibilities to navigate. Is it possible to financially set your child up for...
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CWA
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October 25, 2022
Implement these tax-saving action items before year-end This year’s volatile market and inflationary pressures have brought increased attention to the 2022 tax filing season. It’s...
4 MIN READ

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CWA
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October 18, 2022
You’ve made it this far, and on top of managing your practice, you still have dependents relying on you financially and emotionally. Whether providing for...
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CWA
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October 14, 2022
How to strategically handle losses on your tax return Cryptocurrency has been a more volatile investment than the stock market over the past few years....
3 MIN READ

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alexis
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October 11, 2022
Economic downturns are nothing new for dental practice owners, but with each period, there are new obstacles to face. In the latest episode, special guest...
< 1 MIN READ

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CWA
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October 6, 2022
It’s hard to ignore the turbulent economy we are currently experiencing. There’s no better time than now to set up yourself and your business to...
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CWA
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October 5, 2022
Optimize tax planning and increase employee impact As we move into the latter part of the year, many dental practice owners are once again grappling...
3 MIN READ

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CWA
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September 29, 2022
After a two-year hiatus, the 2022 American Student Dental Association (ASDA) National Leadership Conference, is back and will be held at the McCormick Place Convention...
< 1 MIN READ

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CWA
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September 22, 2022
Whether near or far from retirement, during times of extreme economic uncertainty it is hard to stay the course on your investment strategy. Our gut...
< 1 MIN READ

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CWA
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September 20, 2022
It’s a brand-new season and the guys are elaborating on the buzz surrounding a looming recession and ways to refurbish your personal and business plan....
< 1 MIN READ
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Market Upturn and Child IRA Accounts – Ep. 246
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