Elder Care Planning
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 and could be the wrong
November 2, 2017
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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.
General Planning
DOL Fiduciary Ruling Delayed
The DOL fiduciary ruling set to launch in April requiring that advisors act in a consumer’s best interest has been tentatively delayed until June 9,
April 25, 2017
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