Money Roadmap
Learn about financial news, concepts, and other important considerations
Making Retirement Contributions Like a Pro: Pre-Tax vs. Roth
What is the basic wisdom around the Pre-Tax vs. Roth contribution decision. And is that wisdom reliable enough for us to maximize tax savings?
Marriage Isn’t Just Awesome, It’s a Tax-Saving Power Tool
Marriage is a tax-saving power tool. Larger tax brackets, combined standard deductions & merged cash flow can help lower your annual tax bill and boost savings.
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Making Retirement Contributions Like a Pro: Pre-Tax vs. Roth
In the world of retirement contributions, many say the Roth is king. The Roth is a fantastic tool for building...
Marriage Isn’t Just Awesome, It’s a Tax-Saving Power Tool
I married my best friend and the love of my life, Elizabeth, in March of this year (2023). Our wedding marks the...
Federal Tax Withholding and Why Your Big Tax Refund Reveals a Missed Opportunity
This blog post digs into something we all experience but may not fully understand - tax withholding and tax refunds....
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