Elder Care Planning
Travel Insurance for Senior Citizens
Determine what existing travel coverage you have first, and whether additional travel insurance is a good idea.
January 4, 2023
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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
Ahhh it’s Year-End! What do I need to do before 12/31?
It’s time to make sure you’re financially accounted for before the new year rolls around. It may be maxing out HSA and retirement plans, settling debt, or holding realistic assumptions about your spending habits. Here is a full list to consider tackling.
December 7, 2022
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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
Set to Jet? 5 Useful Tips Before Packing Your Bags.
Wondering how to prepare for travel apart from packing a bag? Here is the shortlist of what I did to ensure myself, family, and clients would be taken care of in case of an emergency.
April 6, 2022
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General Planning
New Year, New Me – Financial Resolutions
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.
January 4, 2022
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General Planning
Can insurance companies charge the unvaccinated higher premiums?
Given the average cost of a COVID-19 hospitalization in 2020 ran about $42,200 per patient, will the unvaccinated be asked to bear more of the cost of treatment, in terms of insurance, as well?
August 21, 2021
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Elder Care Planning
Second Opinions: When to Call a Doctor vs a Medical Advocate
When receiving treatment options for a diagnosis, learn when you may want to reach out to a doctor vs a health advocate.
January 20, 2021
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General Planning
New Year, New Me – Financial Resolutions
News Years Resolutions – In bite size pieces Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what
January 1, 2021
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General Planning
The Unexpected Cost of Early Retirement
While success can be defined in a multitude of ways, most boil down to one simple desire – financial freedom. So what happens when a
May 31, 2019
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Elder Care Planning
November 9, 2018
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General Planning
Is Genetic Testing a Good Idea?
During the recent holiday season I was peppered with advertising promoting the idea of gifting DNA and ancestry kits. I’ll admit it, I’m terrible at
December 11, 2017
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Elder Care Planning
Long Term Care Insurance
Is it worth considering? Age 50-60 has traditionally been the sweet spot for reviewing long-term care insurance options. New research is even indicating that the
March 29, 2017
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