
What’s Your Safe Withdrawal Rate? – Ep. 257
					
			CWA		
				
			October 28, 2025		
				
				Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do
						Loading...					
				 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			August 4, 2015			
		
					
							DOCTOR DISCOVERY DAY Click image to learn more... CWA PRACTICE TRANSITION SEMINARS If you're thinking about transitioning your practice, buying into a practice, bringing on...						
						  2  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			July 6, 2015			
		
					
							by Steven J. Anderson, Total Patient Service   My oldest daughter and her new husband just purchased their first washer and dryer.  As expected, they...						
						  3  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			July 6, 2015			
		
					
							  If you’re concerned about your fees being too high, or not high enough, you’re not alone. CWA Financial Planner Regan Stephenson shares answers to...						
						  < 1  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			July 6, 2015			
		
					
							You know the story. On December 11, 2008, the investment world was rocked by the arrest of notorious broker and investment advisor Bernie Madoff.  In...						
						  3  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			July 6, 2015			
		
					
							Certified Fraud Examiner Bryant Truitt, has seen it all. As founder and CEO of Brytan and Associates, a Texas-based firm specializing in internal healthcare practice...						
						  3  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			July 6, 2015			
		
					
							NOW AVAILABLE FOR DOWNLOAD CWA ORTHODONTIC PRACTICE COMPARISON REPORT–2014 Edition • Informative compilation of practice management and performance data allowing you to evaluate how your...						
						  < 1  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			June 8, 2015			
		
					
							  Know what your financial institution is doing to ensure you’re protected if your personal financial information is compromised. Last month, the Internal Revenue Service...						
						  3  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			June 8, 2015			
		
					
							How Best New Patients’ Members-only Model is Reshaping Dental Practice Marketing and Carving Out New Savings to Boot. Buying Power: Words that consumers equate to...						
						  4  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			June 8, 2015			
		
					
							The field of behavioral finance has grown in leaps in bounds over the past several years and the psychology of risk-taking has helped investors better...						
						  2  MIN READ
						 
															
						
				by			
			
							CWA						
		
								•
								
						
							
			
			June 8, 2015			
		
					
							CWA Video Series: CWA Managing Partner Dan Wicker on building lifelong connections with your customers. Part 3 of 3     Part 2    ...						
						  < 1  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 (209)
- Annual Meeting (14)
- Digital News Feature (158)
- Financial Planning (136)
- Inside CWA (28)
- Investing (51)
- Knowledge & Know-How (78)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (94)
- Practice Transition (3)
- Seminars & Events (12)
- Tax News (97)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS

What’s Your Safe Withdrawal Rate? – Ep. 257
					
			October 28, 2025		
				
				
Year-End Tax Playbook – Ep. 256
					
			October 21, 2025		
				
				
Turning Time Into Wealth – Ep. 255
					
			October 14, 2025		
				
				
Year-End Tax Planning Considerations for 2025
					
			October 8, 2025		
				
				
What’s Your Safe Withdrawal Rate? – Ep. 257
					
			October 28, 2025		
				
				
Year-End Tax Playbook – Ep. 256
					
			October 21, 2025		
				
				
Turning Time Into Wealth – Ep. 255
					
			October 14, 2025		
				
				
Year-End Tax Planning Considerations for 2025
					
			October 8, 2025		
				
				 
                               
            
          