General Planning
Big Purchase
Ahhh, the end of summer. So many clients with stories about their fabulous vacation, and they’re having a hard time accepting it’s over. They come
September 13, 2016
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About Me
Quentara Costa, CFP®
Quentara Costa helps the sandwich generation prioritize kids, self, and aging parents. For years Quentara was the primary caregiver for her father who was diagnosed with Alzheimer's at the age of 70. Since his passing, she’s become a mother of three. Professionally she received a master’s degree in Personal Financial Planning from Bentley University and has held the CFP® designation since 2010. Community involvement includes hosting the Merrimack Valley Senior and Caregiver Group and volunteering for Budget Buddies.
Budgeting
Bills, Bills & More Bills
It’s hard knowing how to allocate your money, especially when you’re feeling stretched in all directions. A big challenge is the balancing act between the
September 13, 2016
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Children
Newborn Considerations
Congratulations!! Now let’s get down to business. There is often so much excitement, joy, and preparation for the baby’s first week home that we can
September 13, 2016
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Elder Care Planning
The New Normal
Elder planning is a touchy but important subject. Whether it’s for yourself or that of a loved one, the impact of poor planning is rarely
September 13, 2016
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General Planning
Why would I work with a Robo-Advisor?
Robo or Real? Robo-advisor is a term I come across multiple times a day and there are no shortage of opinion on whether they’re an
August 20, 2016
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General Planning
What’s a…fi-doo-shee-er-ee??
A fi-doo-shee-er-ee, or fiduciary in common English, is one of the most important considerations in choosing a financial planner. Don’t believe me? You should, because even entertainment media is
August 20, 2016
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Budgeting
Managing Large and Irregular Expenses
Everything was going fine until… *INSERT EXPENSIVE PROBLEM HERE* happened. A common complaint I hear: Diving deeper into this issue I often find that the real
August 19, 2016
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