Shannon Acosta

The Acosta family at Disney World and Tower of Terror

Election Year Enchantment: Navigating Markets in the Political Theme Park

My family went to Disney World in 2022, which is also the year in which I learned that I’m not relaxed enough to enjoy things that lay at the intersection of logistics and “fun.” I have no chill, as they say. More recently, another Magic-Kingdom-Scorned mom and I were bonding over our magically induced shared […]

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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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