Author: Quentara Costa

reverse mortgage graph
Elder Care Planning

Reverse Mortgages

I often receive questions about reverse mortgages, particularly on whether they’re a viable solution to afford elder care. The first thing to realize here is

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Couple paying the bills
General Planning

How to Set Financial Goals

How do you define success?  Nerd Wallet published an article on the importance and strategy behind goal planning. For the most part, this is the

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Change ahead for FINRA advisors
General Planning

DOL Fiduciary Ruling Delayed

The DOL fiduciary ruling set to launch in April requiring that advisors act in a consumer’s best interest has been tentatively delayed until June 9,

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Good Financial Reads Weekly Roundup
Elder Care Planning

Good Financial Reads: Elderly Care

XY Planning Network offers consumer blogs that follow specific interests and subject matter. This is a great (and FREE) way to receive focused information from

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Words related to Long Term Care
General Planning

Long Term Care Insurance

Is it worth considering? Age 50-60 has traditionally been the sweet spot for reviewing long-term care insurance options. New research is even indicating that the

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Conversation Start Kit
Elder Care Planning

The Conversation Project

90% of people say that talking with their loved ones about end-of-life care is important. 27% have actually done so.* Initiating conversation can make the

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Media Mentions

Press Release

  Quentara E. Costa of POWWOW, LLC accepted for Membership in the National Association of Personal Financial Advisors (NAPFA) Chicago, IL – Quentara E. Costa

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conference-room
General Planning

Adding a fiduciary to your benefits roster

“Growing businesses are highly motivated to attract and retain newer team members who are driving the day-to-day business. While these employees may not have accumulated significant wealth, they still

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Big Purchases.
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

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Quentara Costa
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

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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

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The New Normal.
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

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Young girl crossing eyes
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

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