Children
Time’s Up! Paying for College
Lately, I’ve had a number of clients and prospects ask how to pay for college. Not in the future – but RIGHT NOW. They’re past
January 31, 2022
5 Comments
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.
Budgeting
Halloween Tips from a CFP® (Post-COVID)!
Read how COVID factors into Halloween along with financial savvy tips.
October 17, 2021
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Retirement
What you need to know about Securing a Strong Retirement Act of 2021
SECURE Act 2.0 focuses on incentivizing people to save more for retirement. But will it be passed?
September 17, 2021
2 Comments
Elder Care Planning
Why I Love Health Savings Accounts
Health Savings Accounts are a tax-trifecta savings vehicle that are often overlooked due to bias against the less popular Flex Savings Accounts.
April 20, 2021
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Budgeting
Halloween Tips from a CFP®!
Halloween is my favorite time of year because it offers certain qualities other holidays lack: It’s an opportunity to be creative and try a new
October 7, 2020
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General Planning
The Markets and Coronavirus
What’s happening? The last couple weeks have certainly been rough on everyone. Stock markets across the world have been on a downward spiral with bouts
March 13, 2020
2 Comments
Budgeting
401(k) Loans: Pros and Cons
You might be considering taking out a loan from your 401(k). But before you do, you should know the rules and weigh the risks against
February 4, 2020
5 Comments
Children
Everything Child-Related to the new “SECURE Act”
The SECURE Act was signed into law on December 20, 2019. Many changes were made that will materially impact retirees, 401(k) plans, and families. So
January 13, 2020
4 Comments
Children
8 Financial Gift Ideas for Children
Trying to be more intentional with gifting? US News published a great article on how to be both generous and practical when it comes to
January 14, 2017
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Budgeting
Bills, Bills & More Bills
It’s hard knowing how to allocate your money, especially when you’re feeling stretched in all directions. A big challenge is the balancing act between the
September 13, 2016
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