Treavor Dodsworth CFP®, CPA, CKA®
#95 - The Little Known 401k Contribution
At some point throughout someone's working career, they will likely have the option to contribute to a 401k or similar type of account. ...
top of page
Treavor Dodsworth CFP®, CPA, CKA®
#94 - How Long Will You Live?
As a part of my normal financial planning process, I attempt to map out someone's financial life for the remainder of their life. One of...
Treavor Dodsworth CFP®, CPA, CKA®
#93 - To 529 or Not 529 - Part 3
This is the last post in a series on 529 accounts. In the first post, we discussed how you can use variables specific to your situation...
Treavor Dodsworth CFP®, CPA, CKA®
#92 - To 529 or Not 529 - Part 2
In the last post, we discussed how you could use the variables specific to your situation (like tax percentage) to determine whether a...
Treavor Dodsworth CFP®, CPA, CKA®
#91 - To 529 or Not 529
The usefulness of 529 accounts is occasionally debated given that if not used for their intended purpose taxes and a penalty can be owed....
Treavor Dodsworth CFP®, CPA, CKA®
#90 - Child Tax Credit 2021
The child tax credit is expanded in 2021. Here are five things to know: The child tax credit for 2021 is $3,000 per child or $3,600 per...
Treavor Dodsworth CFP®, CPA, CKA®
#89 - Household Investment Allocation
HSA, 401k, 403b, IRA, Roth, etc. Within your household, it is likely someone owns one or many of these accounts. Occasionally the default...
Treavor Dodsworth CFP®, CPA, CKA®
#88 - Wisdom on Wealth
The Bible is a collection of several books. Several of these books are grouped together and called the wisdom literature. Proverbs, one...
Treavor Dodsworth CFP®, CPA, CKA®
#87 - Should We Talk About Our Giving?
I have often wondered if we need to be more open with our giving. This past week I read in 1 Chronicles 29 how David gave large gifts for...
Treavor Dodsworth CFP®, CPA, CKA®
#86 - Saver's Credit
There are several tax credits and deductions that are available to taxpayers. Having a good understanding of these tax benefits can pay...
Treavor Dodsworth CFP®, CPA, CKA®
#85 - Do The Next Best Thing
Personal finance at times can be overwhelming. One aspect of personal finances that can cause stress every year about this time is tax...
Treavor Dodsworth CFP®, CPA, CKA®
#84 - Market Recap - 2021 Q1
We just wrapped up the first quarter of 2021. While I don’t believe in daily checking your portfolio balance, I do believe that a high...
Treavor Dodsworth CFP®, CPA, CKA®
#83 - Income vs. Wealth
Biden made a campaign promise that anyone making under $400,000 wouldn’t see a tax increase. We are still a little uncertain about all...
Treavor Dodsworth CFP®, CPA, CKA®
#82 - Stimulus Math
In the past year, there have been several stimulus bills passed with varying benefits. The benefits can really begin to add up and for...
Treavor Dodsworth CFP®, CPA, CKA®
#81 - Letter To Wesley
A financial advisor I know wrote a series of posts (and even created a website) structured as letters to his son. In the letters, he...
Treavor Dodsworth CFP®, CPA, CKA®
#80 - It Is All His
One of the foundational principles of a Biblical understanding of finances is summarized in Psalm 24:1 - “The earth is the LORD’s, and...
Treavor Dodsworth CFP®, CPA, CKA®
#79 - One Plus One Equals Three
We all make mistakes. I do, you do, everyone around us does. Even though we live in a mistake-ridden world, we sometimes function as if...
Treavor Dodsworth CFP®, CPA, CKA®
#78 - Have You Saved Enough?
Several months ago, I set out to calculate how much someone would have needed to save at any given age and spending level so that they...
Treavor Dodsworth CFP®, CPA, CKA®
#77 - What Is Your Why?
My wife and I recently started a parenting class. The first lesson of the class was titled "The Principle of Why". Understanding why you...
Treavor Dodsworth CFP®, CPA, CKA®
#76 - Cash Options
In the past I wrote about how refinancing your mortgage could make sense given that interest rates were dropping. Low-interest rates are...
bottom of page