When a CWA planner sits down with a client, part of working towards long-term goals involves laying the groundwork today in order to benefit in...

Marry the Project, Date the Rate – Ep. 259
CWA
November 11, 2025
As rates are coming down, is it better to start your construction project now or wait for the next rate cut? Amidst fluctuating costs and
Loading...
by
CWA
•
October 6, 2017
Equifax says a giant cybersecurity breach compromised the personal information of as many as 143 million Americans. Cyber criminals have accessed sensitive information, including names,...
2 MIN READ
by
CWA
•
October 6, 2017
CWA planner Hunter Satterfield’s regular past time is reading. This is such a known fact by his colleagues and friends, that many of his clients...
3 MIN READ
by
CWA
•
October 6, 2017
As of Oct. 1, 2017, Cain Watters & Associates is now using Suralink for document exchange. This web-based application combines a user-friendly file portal, request...
< 1 MIN READ
by
CWA
•
September 11, 2017
There are some important deadlines fast approaching in September and October, and we do not want you to miss them. So, we interrupt your daily...
< 1 MIN READ
by
CWA
•
September 1, 2017
My colleagues and I have watched dental school and education costs grow at an astonishing clip in the past few years during my work with...
3 MIN READ
by
CWA
•
August 31, 2017
Hurricane Harvey & Irma brought destruction, torrential rain and devastating floods to our neighbors in the coastal region of Texas, Louisiana, Florida, Georgia and surrounding areas. The storm...
2 MIN READ
by
CWA
•
August 7, 2017
Just like so many other areas of your practice, compliance to necessary standards is also important to your website. Observing and following all the American...
2 MIN READ
by
CWA
•
August 3, 2017
The concept of accumulating wealth isn’t as complicated as it sounds. By learning this powerful concept, people across generations can equip themselves to accumulate wealth...
2 MIN READ
by
CWA
•
August 3, 2017
You might spend your career building your savings with the long-term goal of enjoying the fruits of your labor in retirement. But planning for retirement...
4 MIN READ
by
CWA
•
August 3, 2017
Retirement planning is not just for the person approaching it – it is something that everyone needs to focus on at every age. You should...
4 MIN READ
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (211)
- Annual Meeting (14)
- Digital News Feature (159)
- Financial Planning (136)
- Inside CWA (28)
- Investing (52)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (94)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (98)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

Marry the Project, Date the Rate – Ep. 259
November 11, 2025

Choosing the Most Tax-Efficient Business Structure for Your Practice
November 5, 2025

Investment Updates
November 5, 2025

Take Advantage of the Cut – Ep. 258
November 4, 2025

Marry the Project, Date the Rate – Ep. 259
November 11, 2025

Choosing the Most Tax-Efficient Business Structure for Your Practice
November 5, 2025

Investment Updates
November 5, 2025

Take Advantage of the Cut – Ep. 258
November 4, 2025