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Treavor Dodsworth CFP®, CPA, CKA®
#175 - Return on Cash
In this interest rate environment, it is very easy to find FDIC-insured savings accounts paying more than 4%. I have written about this...
Treavor Dodsworth CFP®, CPA, CKA®
#174 - What Are You Measuring?
Many have heard the old adage- what gets measured gets improved. In my opinion, it describes one of the main benefits of financial...
Treavor Dodsworth CFP®, CPA, CKA®
#173 - 529 to Roth: New Planning Opportunities
Starting in 2024, a transfer from a 529 plan to a Roth IRA will not be subject to penalty or income tax under certain conditions. This...
Treavor Dodsworth CFP®, CPA, CKA®
#172 - The Urgent and the Important
Recently, I came across this idea of focusing on the important vs. the urgent and have been tossing it around in my mind since....
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