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,
April 25, 2017
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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.
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
April 21, 2017
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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
March 29, 2017
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Retirement
How would you feel if you could retire now?
Successful planning boils down to two key factors: Working with accurate information Managing behavior It probably comes at no surprise that financial planners mostly struggle
February 14, 2017
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Elder Care Planning
Elder Care Decisions Begin at 50
I’m a big believer in discussing elder care with my clients as young as age 50. I use this age as my starting point for
February 7, 2017
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Children
8 Financial Gift Ideas for Children
Trying to be more intentional with gifting? US News published a great article on how to be both generous and practical when it comes to
January 14, 2017
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Elder Care Planning
The importance and opportunity within elder care planning
I’m thrilled to share an article highlighting the reasons for my commitment to help seniors and their family. “As a caregiver for her ailing father,
December 5, 2016
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General Planning
Having issues moving forward with a big decision?
When opportunity knocks, do you answer the door, or complain about the noise? Take some time this week to consider ALL your options, not just
December 2, 2016
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Elder Care Planning
A Promising Future for Alzheimer’s Research
Last night 60 Minutes did a piece on Alzheimer’s research. While scientists believe they have found the cause, preventative treatment is administered too late. Until
November 28, 2016
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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
November 15, 2016
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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
October 8, 2016
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Elder Care Planning
The Mindful Caregiver: Finding Ease in the Caregiving Journey
“The only control you have is over the changes you choose to make.” The quote by Nancy Kriseman is a simple reminder to make decisions
October 7, 2016
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Budgeting
Motivation: A Three Pronged Approach
In a time where we have access to great sites like Pinterest and Houzz, it’s never been easier to envision our projects, ideas, and events.
October 7, 2016
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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
September 22, 2016
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General Planning
A Candle Loses Nothing by Lighting Another Candle
A candle loses nothing by lighting another candle. Over the weekend I came across this quote by James Keller and absolutely loved it. What a
September 20, 2016
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Budgeting
Stop getting in the way of your financial success
Money – it’s influential, stressful, and tantalizing. I’m always interested in people’s reaction to receiving money because most of the time it’s contrary to what’s
September 13, 2016
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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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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
1 Comment
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
3 Comments
