Treavor Dodsworth CFP®, CPA, CKA®#155 - 2023 Important LimitsInflation doesn’t just impact the cost of your everyday expenses. It also impacts many of the investment and tax limits that apply to...
Treavor Dodsworth CFP®, CPA, CKA®#154 - Some General Thoughts on Employee BenefitsIt 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. GrowthThere 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...