Most people know that saving in a 401(k) plan is one of the primary vehicles to wealth accumulation. For a business owner—starting your own plan...

Every year, interest rates on new federal student loans are reset by Congress for the upcoming academic year. For the first time in three years,...

This is part two of three in a series of articles about preparing for a potential recession. In each, CWA dives deep into strategies for...

You either love or hate shopping. And, sometimes it’s even more painful when you need to buy something expensive for your business. But what if...

Congratulations on making the decision to start saving for college.  Education savings plans allow family members to put money away for a future student's tuition,...

According to a recent CNBC article, adult children are putting a financial strain on their parents, and likely severely impacting their retirement. A recent Bankrate.com...

The retirement dream: time spent with family, extended vacations, exploring your hobbies and relaxing leisure time. These are the golden years you’ve worked so hard...

CPA and Financial Planner Emmanuel Miller is very familiar with cashflow concerns.  New clients walk in the door for the first time, and it’s a...

This article first appeared in Seattle Study Club's Journal in 2019. It is written by CWA Partner Charles Loretto. If you have questions regarding EBITDA...

“Let me think about it.” It’s one of the toughest sentences to hear in any dental practice. You know your patient needs treatment. But, sticker...

What do you think is the best way to increase production and revenue? If your first answer was to acquire new patients: you aren’t alone....