Treavor Dodsworth CFP®, CPA, CKA®#135 - Series I Savings Bonds (2)In December of last year, I wrote about Series I Savings Bonds. I wanted to highlight them again because if you want to lock in the...
Treavor Dodsworth CFP®, CPA, CKA®#134 - Investment LayersWhen you are purchasing an investment, there are a few different layers at play. Generally speaking there is the custodian, account type,...
Treavor Dodsworth CFP®, CPA, CKA®#133 - Several Bible Verses on MoneyMy wife told me I have had too many technical posts in a row. Therefore no discussion on taxes this week (sorry!). The Bible has more...
Treavor Dodsworth CFP®, CPA, CKA®#132 - HSA - Reimbursing Prior ExpensesHealth Savings Accounts (HSAs) are one of the more unique financial accounts that an individual can have. This uniqueness presents...