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...

Marry the Project, Date the Rate – Ep. 259
CWA
November 11, 2025
As rates are coming down, is it better to start your construction project now or wait for the next rate cut? Amidst fluctuating costs and
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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...
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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,...
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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...
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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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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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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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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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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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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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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...
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