September 13, 2019
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July 19, 2019
Hindsight on Real Estate
My husband and I have had the fortune (or maybe misfortune?) of being involved in…
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July 19, 2019
Time’s Up! Paying for College
Lately, I've had a number of clients and prospects ask how to pay for college.…
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June 20, 2019
Can I Afford Elder Care?
As a Certified Financial Planner™ specializing in elder care I am asked this question daily.…
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June 10, 2019
What to know before taking out a Home Equity Line of Credit
It's important to understand the fine print of your home equity line of credit (HELOC).…
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May 31, 2019
The Unexpected Cost of Early Retirement
While success can be defined in a multitude of ways, most boil down to one…
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May 30, 2019
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Retiring to become a caregiver
April 26, 2019
Caught in the middle: When sibling and aging parents don’t get along
It's your birthday, and mom, age 81, gives you a call. After pleasantries, she mentions…
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April 12, 2019
Who Should Prepare Your Taxes?
This year I had many families and small business owners asking for CPA recommendations. Surprisingly,…
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March 7, 2019
Where to put your kid’s cash gifts
Question: What are my options for cash or checks given to my child? Piggy Bank: Some…
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March 1, 2019
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Budgeting Tips for the Sandwich Generation
February 13, 2019
Becoming a Better Negotiator
Negotiating is a critical life skill to master, but yet it's largely untaught in a…
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February 2, 2019
My #1 Most Asked Question on Elder Care
Whenever I discuss elder care I can count on being asked one question... "What if…
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January 4, 2019
New Year, New Me – Financial Resolutions
News Years Resolutions In bite size pieces Cleaning up personal finances remains one of the…
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November 15, 2018
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Meet Quentara Costa of Powwow – Boston Voyager Magazine
November 9, 2018
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Take These 5 Steps Now So You Don’t Become A Financial Burden On Your Kids
October 7, 2018
Medicare Open Enrollment Season
Do work with an enrollment agent. Don't assume your coverage from last year makes sense…
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October 1, 2018
Halloween Tips from a CFP®!
Halloween is my favorite time of year because it offers certain qualities other holidays lack:…
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October 1, 2018
A Refresher on Medicare Plans
With open enrollment approaching, I thought it was a good time to recap the different…
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September 27, 2018
Don’t Let Magical Thinking Jinx Retirement Planning
Fantasizing that the money will somehow appear isn't helpful. Here's what is.
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