Treavor Dodsworth CFP®, CPA, CKA®
#115 - What's all this talk about SALT?
SALT is an acronym that is being tossed around pretty regularly right now due to some potential changes on the rise. So what is SALT and...
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Treavor Dodsworth CFP®, CPA, CKA®
#114 - Be Bad First
Sometimes you just have to move forward even when it’s probable you will fail. A couple years back I read the book Be Bad First by Erika...
Treavor Dodsworth CFP®, CPA, CKA®
#113 - Security (or lack thereof)
If you have read many of these posts, you hopefully will recognize a theme of making sure we don’t over prioritize money. This can be...
Treavor Dodsworth CFP®, CPA, CKA®
#112 - FIRPTA
FIRPTA: Foreign Investment in Real Property Tax Act… Never heard of it? To be honest, neither had I until this past week. As it turns...
Treavor Dodsworth CFP®, CPA, CKA®
#111 - Direct Indexing
Technology is constantly changing. The financial industry is no exception. Remember when you had to call the stockbroker to buy a stock?...
Treavor Dodsworth CFP®, CPA, CKA®
#110 - Free Credit Report
Today is October 2nd. We are 75% of the way through the year. For those of you who set goals for the year 2021, we are about to enter...
Treavor Dodsworth CFP®, CPA, CKA®
#109 - Charitable Tax Credit
Many states around the country offer tax credits for certain charitable contributions. While I do not recommend giving solely for the tax...
Treavor Dodsworth CFP®, CPA, CKA®
#108 - Let's Save Some Taxes
Today, I wanted to introduce investing in Qualified Opportunity Funds. It is a tax-efficient investment opportunity that won’t apply to...
Treavor Dodsworth CFP®, CPA, CKA®
#107 - Nobody Likes Pride
One of the dangers of growing wealth is pride. When I say pride, I am referring to looking down on someone else and saying you are...
Treavor Dodsworth CFP®, CPA, CKA®
#106 - Dream A Little
A part of the financial planning process is talking through goals. Sometimes this conversation stops at what I will call practical goals,...
Treavor Dodsworth CFP®, CPA, CKA®
#105 - Investing Outside the Stock Market
Oftentimes when people think of investments, they immediately think of stocks, bonds, or other similar financial securities. In...
Treavor Dodsworth CFP®, CPA, CKA®
#104 - Receiving Wisdom
On Thursday, I watched a video of Ron Blue, one of the more well-known and respected financial advisors. When he was faced with a...
Treavor Dodsworth CFP®, CPA, CKA®
#103 - Personal Update
2021 (namely the last two months) has been an adventure thus far. In less than a month's time, from June 26th to July 21st, we spent over...
Treavor Dodsworth CFP®, CPA, CKA®
#102 - Interesting Articles
I had intended to send out a personal update as I try to send two a year and we are getting well past half the year (7 months down...
Treavor Dodsworth CFP®, CPA, CKA®
#101 - Lowering Money
This somewhat comical image mocks the pursuit of wealth. We all know that this isn’t the good life. Even from a strictly worldly...
Treavor Dodsworth CFP®, CPA, CKA®
#100 - Several Resources
In personal finance, education can pay huge dividends. Fortunately, the number of personal finance blogs and resources on the internet is...
Treavor Dodsworth CFP®, CPA, CKA®
#99 - Tax Refund vs. Tax Due
Should you pay in extra tax so you always receive a refund or pay in as little as possible so that you have access to the money for...
Treavor Dodsworth CFP®, CPA, CKA®
#98 - Market Movement
Every year, I do biannual reviews with clients. I have just about finished up with this first cycle of financial reviews. There was one...
Treavor Dodsworth CFP®, CPA, CKA®
#97 - Car Shopping
As I mentioned in the last post, our car recently died and we were left scrambling searching for another car. Car buying is something...
Treavor Dodsworth CFP®, CPA, CKA®
#96 - Count Your Blessings
Today is the last Saturday in June. We are almost as far away from Thanksgiving as we can get but I wanted to remind you (and me) to...
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