Your parental rights have changed Key Takeaways As young adults gain more legal rights, their parents lose them. Be prepared with the legal documents parents...

Four Ways to Increase Profitability in Your Practice
CWA
June 6, 2025
Part 1: Grow Production by Maximizing Patient Visits Key Takeaways The Profitability Formula outlines a strategy for increasing revenue. A steady stream of patients coming
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September 10, 2024
Time in the market is better than timing the market, but what influence will upcoming events, like the election or a rate hike, have on...
< 1 MIN READ

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CWA
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September 4, 2024
Is your cash savings strategy optimized to fit your life? Key Takeaways When your emergency fund is set and you have extra cash available, tailor...
4 MIN READ

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CWA
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September 3, 2024
You can’t control the Federal tax rates, so where does that leave you? Hunter and Judson discuss how proactively designing your financial plans can help...
< 1 MIN READ

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CWA
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August 27, 2024
Did the economy perform as previously reported? Is a rate cut or rate hike on the horizon? With new stats from the Bureau of Labor...
< 1 MIN READ

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CWA
•
August 20, 2024
In an environment where interest rates are higher than they’ve been, the private debt asset class has grown as an investment prepared to capitalize on...
< 1 MIN READ

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CWA
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August 19, 2024
U.S. Department of Labor increases minimum required salary for overtime-exempt Key Takeaways from new Department of Labor Overtime Rules : Being salaried doesn't disqualify an...
4 MIN READ

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CWA
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August 13, 2024
From building credit to common budgeting mistakes to buying a first home, there are many components to a financial plan for a young professional. How...
< 1 MIN READ

by
CWA
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August 7, 2024
Earn Stability, Predictability and Tax Efficiency with Yield Key Takeaways Incorporating dividends and/or interest into a portfolio can generate passive income without depleting principal. Yield-based...
3 MIN READ

by
CWA
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August 6, 2024
For a recent college graduate navigating savings, budgeting, tax planning, and interest rates, it’s understandable to feel like you may need to phone a friend...
< 1 MIN READ

by
CWA
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July 30, 2024
After the June CPI print, the market has seen some chaos in the last few weeks. Stocks are down, a rate cut is looking more...
< 1 MIN READ
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