Treavor Dodsworth CFP®, CPA, CKA®
#155 - 2023 Important Limits
Inflation doesn’t just impact the cost of your everyday expenses. It also impacts many of the investment and tax limits that apply to...
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Treavor Dodsworth CFP®, CPA, CKA®
#154 - Some General Thoughts on Employee Benefits
It is the wonderful time of the year when many employees have the added task of reviewing and selecting their employee benefit elections...
Treavor Dodsworth CFP®, CPA, CKA®
#153 - Value vs. Growth
There are many different ideologies in investing. One that you may have seen in the headlines or heard me mention in the past is value...
Treavor Dodsworth CFP®, CPA, CKA®
#152 - What is Money?
It’s the moment I have been waiting for… my three-year-old son turns to me and asks me a financial question- “What is money?” The next...
Treavor Dodsworth CFP®, CPA, CKA®
#151 - October Deadlines
There are a couple of deadlines in October that I wanted to bring attention to. These are beyond just the usual Federal extended personal...
Treavor Dodsworth CFP®, CPA, CKA®
#150 - The Bear in the Room - Part 2
A few additional thoughts on the bear market: We hate going backwards. One of the main reasons this bear market feels painful, is because...
Treavor Dodsworth CFP®, CPA, CKA®
#149 - The Bear in the Room - Part 1
While I hesitate to bring attention to the bear market, I also don’t want to pretend it doesn’t exist. At the time of my writing, VTI -...
Treavor Dodsworth CFP®, CPA, CKA®
#148 - Three Types of Money
I love writing about taxes. I liken them to a massive puzzle or a strategy game. I love the complexity and trying to get to the most...
Treavor Dodsworth CFP®, CPA, CKA®
#147 - Seven Ways Charity Can Give You a Tax Benefit
While I don’t believe the purpose of charity is to receive a tax benefit, they are linked in many instances. Below are several ways this...
Treavor Dodsworth CFP®, CPA, CKA®
#146 - One Positive of Rates Rising
When I do a new financial plan for someone there are occasionally quick easy things people can do to save/earn a few hundred to a few...
Treavor Dodsworth CFP®, CPA, CKA®
#145 - Student Loan Cancellation Planning
I am switching things up and putting my interesting article at the top. Quite simply, I want to draw attention to it to get as many...
Treavor Dodsworth CFP®, CPA, CKA®
#144 - The Student Loan Mic Drop
On Wednesday, President Biden announced several important updates and changes to student loans. First, the payment pause has been...
Treavor Dodsworth CFP®, CPA, CKA®
#143 - 5 Ways to Put Money to Work
Many have heard the general idea to "put money to work." There are an unlimited number of ways to put this into practice. Generally, it...
Treavor Dodsworth CFP®, CPA, CKA®
#142 - Market Update
Quick confession, I realized when writing this that I have been looking at the current market return far too frequently. I actually...
Treavor Dodsworth CFP®, CPA, CKA®
#141 - Stock Indexes
It is not uncommon for financial professionals (myself included) to use financial lingo that is common place in the financial world, but...
Treavor Dodsworth CFP®, CPA, CKA®
#140 - I'd Like Your Home... and Your Mortgage
Mortgage rates have risen very quickly. Per this Y Charts historical chart, 30yr mortgage rates were 5.78% as of 6/16/22 compared to less...
Treavor Dodsworth CFP®, CPA, CKA®
#139 - 21st Century Scholars
There are several states that have scholarships or grant programs for students. Last year, I learned about one in Indiana that I wanted...
Treavor Dodsworth CFP®, CPA, CKA®
#138 - Stock Picking
I was smiling a little as I wrote this as I knew many of my clients would read it and think, “Oh no, he is talking about me.” I can...
Treavor Dodsworth CFP®, CPA, CKA®
#137 - Current Events
When I became a financial advisor one thing that surprised me was how often financial regulations changed. While there are certain...
Treavor Dodsworth CFP®, CPA, CKA®
#136 - New Baby
This month we welcomed a new baby girl to the family! I thought it appropriate to highlight a few things I am considering as I welcome a...
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