General Planning
How tax planning may be impacted after the election
Read about how tax planning opportunities could change in the coming years due to the upcoming election.
November 3, 2020
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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.
Tax
Talking Tax
Adjusted Gross Income (AGI) Gross Income (Salary, Investment Earnings, etc.) – Allowable Deductions, Credits, and Exemptions =Adjusted Gross Income The goal is to reduce
February 13, 2018
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Investing
Understanding the Impending Tax Legislation
Feeling insecure in your ability to banter on about politics, taxes, and headline news the next time you sit down with family and friends? I
December 18, 2017
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