General Planning
Will all my transactions soon be reported to the IRS?
Will cash deposits above $600 soon be reported to the IRS? Technically no, but for some effectively yes.
October 17, 2021
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About Me
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.
Media Mentions
6 Factors That Could Influence CD Interest Rates
CD interest rates can be higher than a typical checking or savings account and are affected by these factors.
December 20, 2017
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Media Mentions
6 Factors That Could Influence CD Interest Rates
“Opening a certificate of deposit (CD) can be a low-risk way to save for short- and long-term goals, whether it’s a new set of wheels
June 21, 2017
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Children
8 Financial Gift Ideas for Children
Trying to be more intentional with gifting? US News published a great article on how to be both generous and practical when it comes to
January 14, 2017
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