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...

The One Big Beautiful Bill: Key Tax Changes for 2025 and Beyond
CWA
July 9, 2025
Summary of the Business and Personal Tax Provisions On July 4, 2025, President Trump signed The One Big Beautiful Bill Act (OBBB). This new legislation
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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...
< 1 MIN READ

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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...
< 1 MIN READ

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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...
< 1 MIN READ

by
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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CWA
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November 11, 2024
A guide for getting started Saving for retirement, paying down debt, buying a home or building liquidity—when extra money is tight, where should your dollars...
5 MIN READ

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CWA
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November 6, 2024
Owning a practice doesn’t have to be one of them Key Takeaways Learn the basic strategies and concepts around money, debt and savings. Define short-term...
3 MIN READ

by
CWA
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November 5, 2024
7 out of the 10 best stock market performing days in 2020 happened in down markets. If an investor were to miss out on those...
< 1 MIN READ

by
CWA
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October 29, 2024
There’s a significant difference in the way men and women make financial decisions and feel towards their investments. And while some research shows that women...
< 1 MIN READ
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