Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...

Fourth of July Omakase – Ep. 240
CWA
July 1, 2025
There is no better way to celebrate the Fourth of July than tasting the culinary offerings of an American summer. From processed meats to sweet
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December 31, 2021
Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...
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December 8, 2021
Most things in life are meant to grow and mature over time, and that includes your financial plan. There is a defined financial lifecycle that,...
6 MIN READ

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CWA
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December 7, 2021
The guys simplify all the main tax-savings strategies to take action on before Dec. 31 to help reduce what you may owe to the IRS....
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CWA
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November 30, 2021
The proposed tax code restructure is getting rid of Backdoor Roth IRA conversions in 2022. What should investors do? The guys lay out all the...
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CWA
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November 19, 2021
Your Practice's Largest Expense and Biggest Risk If you are deciding the right time to add a new associate doctor into your practice, or even...
4 MIN READ

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CWA
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November 16, 2021
Long versus short-term gains, dividends tax, mutual funds, all of these are factored into the proposed tax law for 2022 that could affect your bottom...
< 1 MIN READ

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CWA
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November 15, 2021
The Administration’s income tax proposal signals that changes are coming in 2022. Judson and Hunter weigh in on the current rates, anticipated increases and what...
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CWA
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November 5, 2021
Take this step to offset rising costs The Department of Labor (DOL) stated that consumer prices rose 5.4% during the 12 months ending in September...
4 MIN READ

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November 1, 2021
Can qualified research activities hold up against an IRS audit? Dental practice owners and the financial advisors that support them are always on the search...
5 MIN READ

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October 28, 2021
Impeding tax reform will impact your estate and the amount of tax your beneficiaries may have to pay. Planning ahead is essential. Judson and Hunter...
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