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CWA DIGITAL NEWS

What’s Your Safe Withdrawal Rate? – Ep. 257
Year-End Tax Playbook – Ep. 256
Turning Time Into Wealth – Ep. 255
Year-End Tax Planning Considerations for 2025

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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Senate Passes Updated Economic Relief Plan (CARES Act) for Individuals...

by CWA
•
March 26, 2020
3 Critical Pieces to Know About the Bill Now UPDATE March 27, 2020: The bill has passed and is now law. The Senate voted unanimously to...
5 MIN READ

Perspective & Lessons Learned Over 35 Years

by CWA
•
March 26, 2020
A Letter from CWA Founder Darrell Cain As we all navigate through these turbulent times, I’d like to take a step back and examine this...
5 MIN READ

Notice for Clients Regarding COVID-19

by CWA
•
March 24, 2020
Our team is still working full time to support you, however due to local mandates we have limited personnel in the physical office. Please call...
< 1 MIN READ

Relief Bill Questions Answered

by CWA
•
March 24, 2020
A compilation of most frequently asked questions from our recent webinar CWA Partner Dan Wicker hosted a webinar last week, March 20, 2020 with CEDR...
5 MIN READ

Personal Financial Planning Tips for Crisis Situations

by CWA
•
March 20, 2020
What to Do When You’re Hit with an Unexpected Financial Hardship We are all living in a unique time of economic uncertainly. You likely have...
3 MIN READ

CWA Model Performance Update

by CWA
•
March 20, 2020
March 19 update on T Bank & UMA Model Performance from affiliate Tectonic Advisors Here is a brief update on how investment models are performing.Volatility...
2 MIN READ

President Signs Virus Relief Package Providing Paid Sick Leave

by CWA
•
March 19, 2020
Revised bill offers benefits to both employees and employers On March 18, 2020 the President signed into law a coronavirus relief package that provides paid...
5 MIN READ

IRS Extends Filing and Payment Date for 2019 Tax Returns

by CWA
•
March 19, 2020
Taxpayers allowed to extend filing and defer income tax payments to July 15, 2020 NEWS UPDATE 3/20 at 9:00 a.m. CST: The U.S. is extending...
2 MIN READ

Staff and Office Closure Options

by CWA
•
March 17, 2020
Options available if you make the decision to close or limit hours and staff As we continue to monitor the government response to the COVID-19...
5 MIN READ

CWA Model Performance Update

by CWA
•
March 17, 2020
March 17 update on T Bank & UMA Model Performance from affiliate Tectonic Advisors Given the veracity of the market decline yesterday, we felt it...
3 MIN READ

Managing Cash Flow, Staffing During COVID-19

by CWA
•
March 16, 2020
As the country continues to address the implications of COVID-19, we know many of you are uneasy about the coming weeks and months for both...
4 MIN READ

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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

Year-End Tax Planning Considerations for 2025

October 8, 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

Year-End Tax Planning Considerations for 2025

October 8, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Sapphire Circle
    • Book a CWA Speaker
  • Resources
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      • Accumulating Wealth Podcast
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