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CWA DIGITAL NEWS

Tax Tips and Touchdowns – Ep. 249
AI Energy Demand and Market Updates – Ep. 248
OBBB Student Loan Changes – Ep. 247
Market Upturn and Child IRA Accounts – Ep. 246

Tax Tips and Touchdowns – Ep. 249

CWA September 2, 2025

The One Big Beautiful Bill made several tax reforms permanent, creating a significant opportunity for your financial plan to incorporate strategic, proactive decision-making in your

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Holiday Budgeting – Ep. 209

by CWA
•
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

2025 IRS Contribution Limits – Ep. 208

by CWA
•
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

Post-Election Analysis (Part 2) – Ep. 207

by CWA
•
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

You Probably Aren’t Saving Enough for Retirement

by CWA
•
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

Post-Election Analysis – Ep. 206

by CWA
•
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

How-to Prioritize Your Savings

by CWA
•
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

Three Things Your Personal Financial Plan Needs

by CWA
•
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

State of the States – Ep. 205

by CWA
•
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

Women in Wealth – Ep. 204

by CWA
•
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

Energy, Decoupling and A Strong Economy – Ep. 203

by CWA
•
October 22, 2024
Fixed-rate payments, AI CapEx spending and federal spending acts have secured a strong economy, leaving fiscal policy not powerful enough to push the transmission mechanism...
< 1 MIN READ

Year-End Tax Planning Considerations for 2024

by CWA
•
October 21, 2024
Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for...
6 MIN READ

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TOP POSTS

Tax Tips and Touchdowns – Ep. 249

September 2, 2025

AI Energy Demand and Market Updates – Ep. 248

August 26, 2025

OBBB Student Loan Changes – Ep. 247

August 19, 2025

Market Upturn and Child IRA Accounts – Ep. 246

August 11, 2025

Tax Tips and Touchdowns – Ep. 249

September 2, 2025

AI Energy Demand and Market Updates – Ep. 248

August 26, 2025

OBBB Student Loan Changes – Ep. 247

August 19, 2025

Market Upturn and Child IRA Accounts – Ep. 246

August 11, 2025
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  • About
    • History
    • Powering Potential
    • Our Team
  • Services
    • Financial Planning
      • Business Planning
      • Personal Planning
    • Practice Transitions
    • Wealth Management
    • Accounting Services
      • Essential Advisory Service
    • Tax Services
    • Insurance Solutions
    • New Doctors
    • DSO Partners
  • Events
    • Annual Meeting
    • Practice Transition Seminar
    • DSO Transition Seminar
    • Upcoming Speaking Engagements
    • Book a CWA Speaker
  • Resources
    • Resources
    • New Clients
    • Podcast
      • Accumulating Wealth Podcast
      • Dental Partnerships Podcast
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    • 3to1 Foundation
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