Key takeaways Reach your retirement goals with a plan that maximizes returns and minimizes risk. Diversify your portfolio to reduce risk exposure. Include distribution planning...
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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May 7, 2024
The latest Pediatric Comparison Report is now available! This report gathers data from practices nationwide to give insight into average production, collections, payroll and more....
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CWA
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April 30, 2024
It’s tax season, which means scammers are dangling bait to reel in taxpayers and their money. The IRS Dirty Dozen list is out, and Hunter...
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CWA
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April 23, 2024
Did you pay more in taxes than you anticipated this year? Was there a significant change in your business that wasn’t included in your tax...
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CWA
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April 22, 2024
Your accounts receivable has the answer Key takeaways Consider your practice’s ability to take on risk when offering flexible payment options. When leveraging flexible payment...
4 MIN READ
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CWA
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April 15, 2024
With the rising prevalence of social media, there has been a steady increase in children’s identities being stolen. In 2022, nearly 1 million U.S. children...
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CWA
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April 9, 2024
Over the next two years, annuity sales will be over $700 billion, compared to $385 billion in 2023. What’s the appeal of these contract investments...
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CWA
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April 8, 2024
Can You Maximize the Valuation of Your Dental Practice in Today’s Market? Key takeaways Know your market, how to improve the practice before the sale,...
4 MIN READ
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CWA
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April 2, 2024
The 11th edition of the Orthodontic Practice Comparison Report has arrived! This report looks at orthodontic practice data from practices nationwide, allowing orthodontists to see how...
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March 26, 2024
When you think about buying into a dental practice, endless questions arise about how to do it. Between managing debt, potential office upgrades and hiring...
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March 19, 2024
If you retired at the end of 2022, the S&P 500 total rate of return for the three years prior would be 32%, but if...
< 1 MIN READ
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