Treavor Dodsworth CFP®, CPA, CKA®
#175 - Return on Cash
In this interest rate environment, it is very easy to find FDIC-insured savings accounts paying more than 4%. I have written about this...
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Treavor Dodsworth CFP®, CPA, CKA®
#174 - What Are You Measuring?
Many have heard the old adage- what gets measured gets improved. In my opinion, it describes one of the main benefits of financial...
Treavor Dodsworth CFP®, CPA, CKA®
#173 - 529 to Roth: New Planning Opportunities
Starting in 2024, a transfer from a 529 plan to a Roth IRA will not be subject to penalty or income tax under certain conditions. This...
Treavor Dodsworth CFP®, CPA, CKA®
#172 - The Urgent and the Important
Recently, I came across this idea of focusing on the important vs. the urgent and have been tossing it around in my mind since....
Treavor Dodsworth CFP®, CPA, CKA®
#171 - Student Loan Updates
Student loans have somehow become one of the most complicated and politically charged aspects of personal finance. Given the prevalence...
Treavor Dodsworth CFP®, CPA, CKA®
#170 - Risk
I have recently been wondering if Christians should be some of the biggest risk-takers there are in this world. This is based on several...
Treavor Dodsworth CFP®, CPA, CKA®
#169 - Is the Risk Worth It?
It is not uncommon for investors to intentionally or unintentionally end up with a large holding in a single stock. This frequently...
Treavor Dodsworth CFP®, CPA, CKA®
#168 - Consider Charity Before You Sell
A fairly common practice in financial planning for those that are wanting to be generous and have investments is to give long-term...
Treavor Dodsworth CFP®, CPA, CKA®
#167 - The Dreaded CP2000
It is not uncommon for me to hear people express concern about getting audited. People understandably just don’t like the idea of an IRS...
Treavor Dodsworth CFP®, CPA, CKA®
#166 - Work Is Good
For some of you, this statement will seem obvious. For others, it may surprise you. Others may even be slightly put off by it....
Treavor Dodsworth CFP®, CPA, CKA®
#165 - Should I Participate in the ESPP Program?
While I can't give a blanket yes (see cautions below) for many individuals participating in an ESPP will make you money and, as all the...
Treavor Dodsworth CFP®, CPA, CKA®
#164 - Don't Give Up
Investing over the last year has admittedly not been very exciting. From the start of 2022 to mid-June 2022 the Russell 3000 Index...
Treavor Dodsworth CFP®, CPA, CKA®
#163 - How to Practically Give Tithe
In the olden days, you would go to church and each Sunday at a designated point in the service ushers would pass an offering plate up and...
Treavor Dodsworth CFP®, CPA, CKA®
#162 - Three Benefits of Direct Indexing
An advancement that continues to gain traction in the investment world is direct indexing. Many of you own ETFs and Mutual Funds in your...
Treavor Dodsworth CFP®, CPA, CKA®
#161 - New Year Brings New Contribution Limits
The new year came with a change to many of the retirement contribution limits. Below are a few of the more popular ones: 401(k) increased...
Treavor Dodsworth CFP®, CPA, CKA®
#160 - Inflation Perspective
This past Thursday, the U.S. Bureau of Labor Statistics released its monthly inflation report. Almost instantaneously, you could start...
Treavor Dodsworth CFP®, CPA, CKA®
#159 - Why You May Have Taxable Investment Income in a Down Year
Many of you with taxable brokerage accounts (not retirement accounts like IRA, Roth, SEP, 401k, etc.), will receive a tax form called...
Treavor Dodsworth CFP®, CPA, CKA®
#158 - A Few Thoughts on 2023
Looking forward I see several items that could be a priority in the next year. First is what I will call cash management. There are...
Treavor Dodsworth CFP®, CPA, CKA®
#157 - New Year's Resolutions
It is still mid-December but personally I have found it helpful to begin the reflective goal-setting process several weeks in advance...
Treavor Dodsworth CFP®, CPA, CKA®
#156 - My Favorite Money Movie Quote
Whether we like it or not, the media we consume shapes us. Many movies do portray money in an unhealthy way but there are others that...
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