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...						
						
What’s Your Safe Withdrawal Rate? – Ep. 257
					
			CWA		
				
			October 28, 2025		
				
				Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do
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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...						
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				by			
			
							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...						
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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...						
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				by			
			
							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?...						
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				by			
			
							CWA						
		
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			April 8, 2025			
		
					
							The 12th edition of the Orthodontic Practice Comparison Report is here and more comprehensive than ever. The report, now powered by Gaidge analytics, compiles orthodontic...						
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				by			
			
							CWA						
		
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			April 7, 2025			
		
					
							With President Trump’s announcement of sweeping tariffs worldwide, the stock market took a dive, leaving many concerned about where their investments and businesses stand as...						
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							CWA						
		
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			April 4, 2025			
		
					
							How to maximize your deductions Updated April 2025 Understanding the expenses you can and cannot write off for your small-to-mid-sized business is critical for optimizing...						
						  3  MIN READ
						 
															
						
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							CWA						
		
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			April 1, 2025			
		
					
							When it comes to increasing profitability, growing production is only half of the equation. Managing accounts receivable to increase collections, reducing overhead and setting reasonable...						
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							CWA						
		
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			March 26, 2025			
		
					
							Interim Final Rule Eliminates BOI Reporting Requirements Updated March 26, 2025: Reporting requirements removed! On March 21, 2025, FinCEN issued an interim final rule that...						
						  3  MIN READ
						 
															
						
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							CWA						
		
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			March 25, 2025			
		
					
							There is no quick fix to boosting practice profitability. A variety of factors influence the profitability of your dental practice, including new patients, case acceptance,...						
						  < 1  MIN READ
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