One of the tools our financial planners use in consult with their clients is a simple concept called Know Your Ratio. Understanding this ratio can...

For as long as civilizations have been engaging in trade, methods of record keeping, accounting and accounting tools have been in use. Though the concept...

Written by Toni Lee Growing up in my parent’s household, every morning without exception, my bed was expected to be made. As a child, I...

The investment milestone map of the 3-to-1 money growth concept is the foundational depiction of wealth accumulation for CWA clients. The philosophy came to Darrell...

Editorial note: The following blog was written following an interview with Dr. Todd Engel, as a result of the increasing demand for dental implants. Continuing...

Many dentists choose to work in one physical office and are able to produce enough dentistry and earn sufficient income to achieve all their financial...

Updated 10/5/2020 to reflect 2020 taxable income limits.  In early August, the IRS issued proposed regulations on the Tax Cut and Job Act. The regulations...

By: Dan Wicker If you’ve seen it, it’s hard to forget the first time experiencing the Shamu show at SeaWorld. The sheer size of the...

Nobody likes increasing fees. Despite what many patients may think, that includes dentists. However, the truth is that just like the sun, fees must also...

The old saying goes, it takes money to make money. However, when you look to reduce your dental office overhead sometimes it’s hard to tell...

Ray Dalio came from humble beginnings before he founded the investment management firm Bridgewater Associates out of his apartment in 1975. The firm grew to...