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.
General Planning
The SECURE 2.0 Act – For Workers
SECURE 2.0 is primarily meant to strengthen Americans’ ability to retire by enhancing savings options. For workers, this means automatic enrollment in retirement plans, enhanced matching, and flexibility to use savings for emergencies.
January 30, 2023
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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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Budgeting
How to Reduce Credit Card Debt without Hurting your Credit
Effective ways to reduce credit card debt If you have a lot of credit card debt on your shoulder, consolidating them into one affordable repayment
September 23, 2020
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