As we ring in the new year and start setting new goals, one area of resolutions that some people may overlook is their financials. Just...

The One Big Beautiful Bill Act: A Simplified Summary – Ep. 245
CWA
August 5, 2025
The One Big Beautiful Bill Act, signed into law on July 4, 2025, makes many of the tax reforms from the Tax Cuts and Jobs
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December 24, 2024
There’s nothing Santa can’t make in his workshop, right? Holiday wish lists look a little different this year for Hunter and Judson, who map out...
< 1 MIN READ

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CWA
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December 17, 2024
Staggered delivery of tax-related documents and new payment schedules can make organizing your financials hard to keep up with. Instead, preparing to be proactive in...
< 1 MIN READ

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CWA
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December 16, 2024
In All Things, Gratitude As we reflect back on 2024, it’s important to remember that every step and every stumble made this year shaped who...
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CWA
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December 10, 2024
When it comes to student loans, are federal or private loans more advantageous? Should you use a Pay as You Earn (PAYE) or a Saving...
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CWA
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December 4, 2024
Three ways to improve job satisfaction in the coming year Key Takeaways Understanding what motivates staff to change jobs can help practice owners know where...
3 MIN READ

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CWA
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December 3, 2024
The holidays can be a frantic time with last-minute gift-giving, countless presents to buy and over-generous spirits. Despite the joy of the holiday season, it...
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CWA
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November 26, 2024
As the new year approaches, it’s crucial to know exactly how much you can put away in your different savings funds to set your goals...
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CWA
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November 19, 2024
At the peak of both Trump and Biden’s presidencies, oil production was comparable. Will that trend continue, or will the U.S. be left with more...
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CWA
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November 18, 2024
The SECURE Act can help you get back on track. Key Takeaways The Rule of 4% helps you estimate the amount of money you can...
3 MIN READ

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CWA
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November 12, 2024
On election night, the surprise of the large red wave resulted in an upward surge in the market, with the S&P 500 up 2.5%, mid-caps...
< 1 MIN READ
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