Treavor Dodsworth CFP®, CPA, CKA®#175 - Return on CashIn this interest rate environment, it is very easy to find FDIC-insured savings accounts paying more than 4%. I have written about this...
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 OpportunitiesStarting 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 ImportantRecently, I came across this idea of focusing on the important vs. the urgent and have been tossing it around in my mind since....