Starting the Health Care Conversation
"Where will your clients live, and for how long? What roles will their children or other caretakers play? Have they…
Reverse Mortgages
I often receive questions about reverse mortgages, particularly on whether they're a viable solution to afford elder care. The first…
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…
Change ahead for FINRA advisors, POWWOW interviewed for Quentara's input.
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…
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…
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…
Chart of emotions related to wealth
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…
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…
Asian boy with large glasses reading a book
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…
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…
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…
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…
Press Release
Quentara E. Costa of POWWOW, LLC accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)Chicago, IL -…
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…
conference-room
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…
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…
Can I afford a vacation property? Should we rent it out, use timeshares, or renovate existing property?
Big Purchase
Ahhh, the end of summer. So many clients with stories about their fabulous vacation, and they’re having a hard time…
How much of our income do we allocate toward debt, retirement, education, and fun?
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…
We had a baby! How does this affect our insurance, estate plans and savings?
Newborn Considerations
Congratulations!! Now let’s get down to business. There is often so much excitement, joy, and preparation for the baby’s first…
Dad is having a hard time getting around, is assisted living the right decision? Where do we go from here?
The New Normal
Elder planning is a touchy but important subject. Whether it’s for yourself or that of a loved one, the impact…
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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…
Young girl crossing eyes
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,…
Woman being very angry because of her car's failed engine
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…
