Take a deep dive into the Vanguard How America Saves Report 2023 with the guys this week to see where Americans spend their hard-earned money....
2025 IRS Contribution Limits – Ep. 208
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
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August 18, 2023
Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...
4 MIN READ
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CWA
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August 15, 2023
The dental hygiene landscape is changing and now is the time to pause and evaluate your hygiene department to ensure you’re tapping into its full...
< 1 MIN READ
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August 9, 2023
The guys close out the insurance miniseries with the help of a special guest, Dr. John Carson. He takes us through his experience of dropping...
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CWA
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August 3, 2023
You should always be watching your profit margin and your PPO reimbursement rates play a big part in that. But between managing a booked-out schedule...
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CWA
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August 3, 2023
What’s causing it and how to weather this challenging market Key takeaways With a housing market that never fully recovered from the 2008 recession, homebuyers...
3 MIN READ
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CWA
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July 25, 2023
First, it was staffing that caused dentists a headache; now, insurance has really impacted profitability. Margins are getting squeezed, reimbursements are proving extremely high, and...
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CWA
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July 18, 2023
With the help of a special guest, the guys are here to get you up to speed and close out the Secure Act 2.0 miniseries....
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CWA
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July 17, 2023
Ask these three questions to ensure they are set up Estate planning is an essential element of one’s financial plan. We’ve covered it in our...
3 MIN READ
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CWA
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July 11, 2023
Making sense of the 90 provisions of the Secure Act 2.0 can be long drawn out, so the guys are breaking it up, covering different...
< 1 MIN READ
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CWA
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July 5, 2023
When established, the Setting Every Community Up for Retirement Enhancement (SECURE) Act hailed as a landmark for strengthening the retirement system for American workers. And...
< 1 MIN READ
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