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...
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Read Between the Lines – Ep. 196
CWA
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
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by
CWA
•
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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by
CWA
•
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...
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by
CWA
•
July 5, 2023
Will your current risk profile get you to your goals? Key Takeaways The bear market hung around for 248 days, costing investors an estimated $3...
4 MIN READ
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by
CWA
•
June 27, 2023
For ten consecutive rate increases, the Fed has decided to hold steady the current 5%-5.25% range. You may be wondering if this is the new...
< 1 MIN READ
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by
CWA
•
June 20, 2023
The guys are discussing all the latest investment headlines and questions they’re getting from clients. First, they’re starting off with the housing market news; we’re...
< 1 MIN READ
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by
CWA
•
June 15, 2023
Surprise! You owe money to the IRS People hate surprises. Especially when it involves owing money. In his 20 plus years as CWA’s Partner and...
3 MIN READ
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by
CWA
•
June 13, 2023
It’s no secret to investors that the last few years have been grueling coming off a bear market. However, investors have seen the S&P 500...
< 1 MIN READ
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by
CWA
•
June 6, 2023
Find out if your net profit is in line with the industry averages The last three years have been a roller coaster for dental practice...
4 MIN READ
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by
CWA
•
June 5, 2023
It’s not every day you get a sneak peek into other dental practice’s overhead, collections, production, staff salaries and more. Well, here’s your chance! Broken...
< 1 MIN READ
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by
CWA
•
May 23, 2023
American household debt surpassed $17 trillion for the first time, and credit card delinquency rose to a new high of 4.5%. Dental practices will start...
< 1 MIN READ
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