Understanding Medicare IRMAA Brackets and How to Plan Early
Planning ahead for IRMAA surcharges has become more important as the bracket tiers narrow and Medicare premiums increase.
Three Considerations When Moving to Assisted Living
POWWOW, LLC was recently featured by Linda Lecomte, REALTOR® in her new Andover-area inspired website and newsletter Shop Dine the Andovers.
When you need to consider estimated tax payments
Passive income can unintentionally cause tax penalties for late or underpayments. This is avoidable by making estimated tax payments.
Why I Love Health Savings Accounts
Health Savings Accounts are a tax-trifecta savings vehicle that are often overlooked due to bias against the less popular Flex Savings Accounts.
Event: The Affordability of Elder Care
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.
Visting Aging Family Members After COVID
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?
Second Opinions: When to Call a Doctor vs a Medical Advocate
When receiving treatment options for a diagnosis, learn when you may want to reach out to a doctor vs a health advocate.
Gift Ideas for Seniors
It's the holiday season and we're in shopping mode. Kids and significant others may be relatively easy to navigate, but…
The Best Way to Choose a Plan During Medicare Open Enrollment Season
Do work with an enrollment agent. Don't assume your coverage from last year makes sense for this year. Keep the…
A Refresher on Medicare Plans
Open enrollment is here, but not all the rates for 2021 have been listed yet due to pending legislation! So…
Downsizing Your Home Without Upsizing Your Stress: Tips for Seniors
If you’re worried about downsizing your home, you really shouldn’t be. While finding the right home for your budget and…
Should I be paid for my caregiving efforts?
Even if you're not providing hands-on physical care for an aging parent, you're still likely spending a ton of time…
How to care for the elderly during Coronavirus mania
If you're related to a loved one in the hospital, rehab or living in a retirement community, you may have…
3 Factors cause almost a 100% chance of seniors falling
I recently read Being Mortal by Atul Gawande, MD. His insight perfectly blends medicine and emotion when it comes to…
Vets, Don’t Miss Out on “Hidden Benefits”
As a veteran you may feel like you're participating in an Easter egg hunt to find all your benefits. This…
What to Know About Commingling Money With an Aging Parent
Can I Afford Elder Care?
As a Certified Financial Planner™ specializing in elder care I am asked this question daily. Unfortunately, all too often the…
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 how short-tempered your brother has…
Budgeting Tips for the Sandwich Generation
My #1 Most Asked Question on Elder Care
Whenever I discuss elder care I can count on being asked one question..."What if I run out of money?"Long-term elder…
Take These 5 Steps Now So You Don’t Become A Financial Burden On Your Kids
Avoid Common Estate Planning Mistakes
Will your estate be subject to any of these common pitfalls? Titling property jointly with your children as a substitute…
Ask Brianna: Help Your Parents Based on Need, Not Your Guilt
When Parents Won’t Accept Help
"I can't hear you... LALALALALALALALALALALA"I recently presented on elder care to seemingly dissimilar groups. Despite their backgrounds, they all had…
Bayberry Assisted Living: Panel Event on Navigating Elder Care
Quentara Costa visited Bayberry at Emerald Court alongside Patrick Curley of Curley Law Firm in Wakefield, MA to discuss elder…
FINRA Creates New Rule to Help Seniors
"The person you named 10 years ago to be your power of attorney isn't necessarily the correct fit for today…
How Tech Can Help You Be a Great Caretaker
... Even from hundreds of miles away! Most of us want to have a role in caretaking our aging loved…
Elder Financial Abuse within Families
"Making the call [on elder fraud] is simple when the thief isn’t related to the client. But when the miscreant…
Making sure your money will last in retirement
"A recent Merrill Lynch Age Wave survey showed 37% of people over 50 believe they may need long-term care during…
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…
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…
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…
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…
The New Normal
Elder planning is a touchy but important subject. Whether it’s for yourself or that of a loved one, the impact…
