Tag: 401(k) loan

Quentara Costa, CFP®

Quentara Costa helps the sandwich generation prioritize kids, self, and aging parents. For years Quentara was the primary caregiver for her father who was diagnosed with Alzheimer's at the age of 70. Since his passing, she’s become a mother of three. Professionally she received a master’s degree in Personal Financial Planning from Bentley University and has held the CFP® designation since 2010. Community involvement includes hosting the Merrimack Valley Senior and Caregiver Group and volunteering for Budget Buddies.

General Planning

Financing options in a high-interest rate environment

One of the most frequently asked questions I’m receiving these days is related to paying off debt and financing options. Gone are the days of a 2.5 – 3.5% mortgage. Whether it be for a home purchase, improvement, car, or business venture, here are some options to consider if you’re looking for financing.

July 24, 2023 No Comments