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CWA DIGITAL NEWS

Take Advantage of the Cut – Ep. 258
What’s Your Safe Withdrawal Rate? – Ep. 257
Year-End Tax Playbook – Ep. 256
Turning Time Into Wealth – Ep. 255

Take Advantage of the Cut – Ep. 258

CWA November 4, 2025

With the second rate cut of the year and a third expected by year-end, it’s a crucial time to take advantage of lower refinancing rates

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Investment Update: Key Takeaways from Gamestop’s Short Squeeze

by CWA
•
January 28, 2021
video: How this week’s happenings impact you and the broader market This morning, CWA Investment Committee members Hunter Satterfield and Brad Sanders jump on camera...
< 1 MIN READ

WEBINAR: Taking Advantage of the Employee Retention Credit (ERC)

by CWA
•
January 21, 2021
Walk through two scenarios on how to calculate the credit Earlier this week, we released a blog outlining the changes to the Employee Retention Credit (ERC)....
< 1 MIN READ

Changes to the Employee Retention Credit (ERC)

by CWA
•
January 18, 2021
Details surrounding how to claim this credit in 2020 and 2021 In late December, Congress passed the Consolidated Appropriations Act 2021 (CAA), a bill combining...
5 MIN READ

PPP Applications Resume this Week

by CWA
•
January 11, 2021
SBA portal opens for first- and second-time borrowers As of Jan. 11, 2021 at 9:00 a.m., the Paycheck Protection Program (PPP) loan portal system is...
2 MIN READ

Kickstart 2021 With A Healthy Financial Focus

by CWA
•
January 8, 2021
Fast track financial success with five actions you can take now We’ve finally said goodbye to 2020. Given the unpredictable nature of the previous year,...
4 MIN READ

When is the Right Time to Refinance Your Home?

by CWA
•
January 8, 2021
Consider these factors before jumping in on a lower interest rate When mortgage interest rates fall, many homeowners look to refinance their loans. With most individual’s wealth...
3 MIN READ

2021 Contribution Limits

by CWA
•
January 8, 2021
Plan for this year and catch up on IRA retirement savings Last year was tough, but 2021 brings a fresh opportunity to get retirement savings...
2 MIN READ

Interim Final Rules Released Offering Clarification on Second Draw PPP...

by CWA
•
January 8, 2021
Summary of important deadlines, eligibility requirements, and loan amounts On December 27, 2020, President Trump signed into law the Economic Aid to Hard-Hit Small Businesses,...
3 MIN READ

Meet Angie Svitak

by CWA
•
January 8, 2021
Embracing the long road to recovery It is no doubt Angie Svitak has a long list of qualifications and accolades to back up her professional...
2 MIN READ

Details Surrounding the New Pandemic Relief Bill

by CWA
•
December 22, 2020
What small business owners need to know about the new stimulus package The long-awaited 3rd round of economic stimulus has finally arrived. CWA is combing...
5 MIN READ

Relief Package Reaches Final Agreement in Congress

by CWA
•
December 21, 2020
Includes new round of PPP and tax relief for small businesses After nearly nine months of mostly stalled negotiations, congressional leaders have finally reached an...
2 MIN READ

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Take Advantage of the Cut – Ep. 258

November 4, 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

Take Advantage of the Cut – Ep. 258

November 4, 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
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  • Services
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    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
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