Investing
Where to keep your cash now that interest rates are high(er)
Raising rates may be throwing the market into turmoil… but it’s finally an opportunity to make some money on cash!
August 11, 2022
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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.
Elder Care Planning
What to Expect for Paperwork When Moving to a Retirement Community
When agreeing to move forward at a retirement community, be prepared for the paperwork so you don’t encounter delays.
July 15, 2022
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General Planning
Will my cash app and marketplace transactions be reported to the IRS?
Will cash app and marketplace transactions be reported to the IRS? For many more than ever before – yes!
January 3, 2022
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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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Elder Care Planning
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 for a will. While a
May 9, 2018
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Investing
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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