POWWOW, LLC was recently featured by Linda Lecomte, REALTOR® in her new Andover-area inspired website and newsletter Shop Dine the Andovers.
Passive income can unintentionally cause tax penalties for late or underpayments. This is avoidable by making estimated tax payments.
Health Savings Accounts are a tax-trifecta savings vehicle that are often overlooked due to bias against the less popular Flex Savings Accounts.
On April 13, Quentara will review what to consider financially when assessing care options and how to increase your chances of retaining independence. Via Zoom. RSVP here.
65% of people with long-term care needs rely exclusively on family and friends to provide assistance. What's your plan in the event aging loved ones didn't fair well during COVID?
When receiving treatment options for a diagnosis, learn when you may want to reach out to a doctor vs a health advocate.
It's the holiday season and we're in shopping mode. Kids and significant others may be relatively easy to navigate, but…
Do work with an enrollment agent. Don't assume your coverage from last year makes sense for this year. Keep the…
Open enrollment is here, but not all the rates for 2021 have been listed yet due to pending legislation! So…
If you’re worried about downsizing your home, you really shouldn’t be. While finding the right home for your budget and…
Even if you're not providing hands-on physical care for an aging parent, you're still likely spending a ton of time…
If you're related to a loved one in the hospital, rehab or living in a retirement community, you may have…
I recently read Being Mortal by Atul Gawande, MD. His insight perfectly blends medicine and emotion when it comes to…
As a veteran you may feel like you're participating in an Easter egg hunt to find all your benefits. This…
As a Certified Financial Planner™ specializing in elder care I am asked this question daily. Unfortunately, all too often the…
It's your birthday, and mom, age 81, gives you a call. After pleasantries, she mentions how short-tempered your brother has…
Whenever I discuss elder care I can count on being asked one question..."What if I run out of money?"Long-term elder…
Will your estate be subject to any of these common pitfalls? Titling property jointly with your children as a substitute…
"I can't hear you... LALALALALALALALALALALA"I recently presented on elder care to seemingly dissimilar groups. Despite their backgrounds, they all had…
Quentara Costa visited Bayberry at Emerald Court alongside Patrick Curley of Curley Law Firm in Wakefield, MA to discuss elder…
"The person you named 10 years ago to be your power of attorney isn't necessarily the correct fit for today…
... Even from hundreds of miles away! Most of us want to have a role in caretaking our aging loved…
"Making the call [on elder fraud] is simple when the thief isn’t related to the client. But when the miscreant…
"A recent Merrill Lynch Age Wave survey showed 37% of people over 50 believe they may need long-term care during…
"Where will your clients live, and for how long? What roles will their children or other caretakers play? Have they…
I often receive questions about reverse mortgages, particularly on whether they're a viable solution to afford elder care. The first…
XY Planning Network offers consumer blogs that follow specific interests and subject matter. This is a great (and FREE) way…
Is it worth considering? Age 50-60 has traditionally been the sweet spot for reviewing long-term care insurance options. New research…
I’m a big believer in discussing elder care with my clients as young as age 50. I use this age…
I'm thrilled to share an article highlighting the reasons for my commitment to help seniors and their family. "As a…
Last night 60 Minutes did a piece on Alzheimer's research. While scientists believe they have found the cause, preventative treatment…
90% of people say that talking with their loved ones about end-of-life care is important.27% have actually done so.*Initiating conversation…
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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