CWA Wealth & Planning Blog

2015 FREE Community Shred Day

April 21, 2015  |  by MaryAnne T. Nguyen

Join CWA for a FREE Community Shred Day! April 25th at 8260 College Parkway, Fort Myers, FL –…

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Matthew J. Ruttenberg nominated for Top 50 Plan Advisors Under 40!

April 6, 2015  |  by MaryAnne Nguyen

CWA’s very own Matthew Ruttenberg has been nominated for the “Top 50 under 40” up and coming 401k plan…

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Charitable Giving, a powerful estate planning vehicle

February 24, 2015  |  by James H. Mitchell, CLU, ChFC

Approximately 70% of Americans make charitable contributions during the year.  Most of the contributions are done in the…

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Vote CWA “Simply the Best!”

January 23, 2015  |  by Janet Santiago

CWA is excited for the opportunity to be named Harrisburg Magazine’s Simply the Best and we need your…

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2015 Key Financial Data

December 10, 2014  |  by MaryAnne Nguyen

Click 2015 Key Financial Data for information on key items regarding tax brackets, thresholds, limitations and exemptions that may…

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Life Insurance: 3 Major Misconceptions

November 18, 2014  |  by Alison Bach, CFP®

People come in all shapes and sizes.  We are all different and unique, from our nationality and religious…

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Roth IRAs – What can they do for your Estate Plan?

September 11, 2014  |  by James H. Mitchell, CLU, ChFC

Generally, “estate planning” centers around the concept of passing assets to the next generation with the government taking…

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Tough questions to ask before engaging a financial advisor

August 18, 2014  |  by Anthony M. Conte, MSFS, CFP

You’ve scrimped, saved, and stashed it away.  Years of punching the clock, packing lunches, saving receipts, and turning…

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The Sky is Falling! Protecting Yourself from “Bad Investment” Advice

July 30, 2014  |  by Alison Bach, CFP

Is there such a thing as a bad investment?  Each type of investment was created for a reason…

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