Roth vs. Traditional: An Extended Take

What Are They? At the risk of sounding a little redundant: Join me for a deeper dive into the mechanics and logistics of the Roth versus traditional retirement account debate! First of all, it is important to know that the terms “Roth” and “traditional” are classifications used to describe retirement accounts. When you set up a … Read more

Why Does My W-4 Matter?

Title: "Why Does My W-4 Matter?" Subtitle: "Learn how to claim what's yours all year long." Photo of a W-4 form with a pen and reading glasses

The U.S. government expects you to contribute a certain amount of money each year, which is referred to as your “tax liability.” What do they want from me? For the average person, your taxable liability will be determined based on the pay you earn from working a job. During tax season (typically January – April), … Read more