Shannon Acosta

The Acosta family fall picture with leaves on the ground

2023: A Year in Review

Dear friends, I hope you read this with a steaming mug of a holiday beverage in hand. Doesn’t time move quickly? Being a working mom reinforces this truth, as every holiday season seems to swing around faster than the one before it. Each December, I reflect on the year to remain present in my beautiful […]

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Sticky Notes with Roth, IRA, and 401(k)

Meet the Roths: 401(k) and Traditional

Congratulations—it’s a ROTH! Relatively new on the scene of employer-sponsored retirement benefits, the Roth 401(k) is the tax-free cousin of the Traditional 401(k). You might already be familiar with the Roth 401(k)’s big sister, the Roth IRA. Both accumulate after-tax deposits that can grow and be distributed tax-free when certain criteria are met. But, the two siblings

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