The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in May 2019. This major piece of legislation is expected...
Down, Set … Rate Hike? – Ep. 197
CWA
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
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August 12, 2019
As the 2020 presidential election looms, many investors are pondering how the results will impact their stock investments. Is there a perfect scheme for a...
4 MIN READ
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CWA
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August 12, 2019
Most people know that saving in a 401(k) plan is one of the primary vehicles to wealth accumulation. For a business owner—starting your own plan...
3 MIN READ
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CWA
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August 12, 2019
Every year, interest rates on new federal student loans are reset by Congress for the upcoming academic year. For the first time in three years,...
2 MIN READ
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CWA
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August 1, 2019
This is part two of three in a series of articles about preparing for a potential recession. In each, CWA dives deep into strategies for...
4 MIN READ
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CWA
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July 5, 2019
You either love or hate shopping. And, sometimes it’s even more painful when you need to buy something expensive for your business. But what if...
4 MIN READ
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CWA
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July 5, 2019
Congratulations on making the decision to start saving for college. Education savings plans allow family members to put money away for a future student's tuition,...
2 MIN READ
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CWA
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June 27, 2019
According to a recent CNBC article, adult children are putting a financial strain on their parents, and likely severely impacting their retirement. A recent Bankrate.com...
3 MIN READ
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CWA
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June 7, 2019
The retirement dream: time spent with family, extended vacations, exploring your hobbies and relaxing leisure time. These are the golden years you’ve worked so hard...
4 MIN READ
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CWA
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June 7, 2019
CPA and Financial Planner Emmanuel Miller is very familiar with cashflow concerns. New clients walk in the door for the first time, and it’s a...
2 MIN READ
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CWA
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June 1, 2019
This article first appeared in Seattle Study Club's Journal in 2019. It is written by CWA Partner Charles Loretto. If you have questions regarding EBITDA...
6 MIN READ
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