Tax
All you need to know about 2025 Tax Adjustments to Premiums, COLAs, Brackets and Thresholds
Stay ahead of 2025 tax adjustments that impact your savings, taxes, and employee benefits.
December 6, 2024
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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
Understanding Medicare Plan Coverage: What You Need to Know
Open enrollment is here, so as I offer every year, here is my latest recap that goes over the different Medicare Part and Medicare plan options and their costs.
October 9, 2024
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Elder Care Planning
Understanding Medicare IRMAA Brackets and How to Plan Early
Planning ahead for IRMAA surcharges has become more important as the bracket tiers narrow and Medicare premiums increase.
March 15, 2024
1 Comment
Elder Care Planning
A Refresher on Medicare Plans for 2023
Open enrollment is here, so as I offer every year, here is my latest recap that goes over the different Medicare Part/Plan options and their costs for 2023.
November 1, 2022
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Tax
All you need to know about 2023 Tax-Related Adjustments to Premiums, COLAs, Brackets and Thresholds
There have been so many recent announcements related to 2023 adjustments, let’s just tackle them all together!
October 27, 2022
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Elder Care Planning
A Refresher on Medicare Plans for 2022
Open enrollment is here, so as I offer every year, here is my latest recap that goes over the different Medicare Part/Plan options and their
October 17, 2021
3 Comments
Investing
2 Pieces of Savings Advice to Reconsider
We can get tunnel vision when it comes to following “Rules of Thumb.” I dare you to push back when it comes to maxing out 529 Plans and 401(k)s.
February 4, 2021
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Elder Care Planning
Should I be paid for my caregiving efforts?
Even if you’re not providing hands-on physical care for an aging parent, you’re still likely spending a ton of time in a project management role.
July 12, 2020
1 Comment
