October 16, 2019
Medicare Open Enrollment Season
Do work with an enrollment agent. Don't assume your coverage from last year makes sense…
Read More
October 2, 2019
The 2020-21 FAFSA is now available
The deadline for the 2019-2020 FAFSA is midnight, June 30, 2020. The earlier you file,…
Read More
October 2, 2019
Halloween Tips from a CFP®!
Halloween is my favorite time of year because it offers certain qualities other holidays lack:…
Read More
September 13, 2019
Read More
What to Know About Commingling Money With an Aging Parent
July 19, 2019
Hindsight on Real Estate
My husband and I have had the fortune (or maybe misfortune?) of being involved in…
Read More
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.…
Read More
June 20, 2019
Can I Afford Elder Care?
As a Certified Financial Planner™ specializing in elder care I am asked this question daily.…
Read More
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).…
Read More
May 31, 2019
The Unexpected Cost of Early Retirement
While success can be defined in a multitude of ways, most boil down to one…
Read More
May 30, 2019
Read More
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…
Read More
April 12, 2019
Who Should Prepare Your Taxes?
This year I had many families and small business owners asking for CPA recommendations. Surprisingly,…
Read More
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…
Read More
March 1, 2019
Read More
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…
Read More
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…
Read More
January 4, 2019
New Year, New Me – Financial Resolutions
News Years Resolutions In bite size pieces Cleaning up personal finances remains one of the…
Read More
November 15, 2018
Read More
Meet Quentara Costa of Powwow – Boston Voyager Magazine
November 9, 2018
Read More
Take These 5 Steps Now So You Don’t Become A Financial Burden On Your Kids
October 1, 2018
A Refresher on Medicare Plans
With open enrollment approaching, I thought it was a good time to recap the different…
Read More
