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.
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
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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Retirement
What’s the Best Age to Start Social Security?
One of the most common questions for anyone planning for retirement is: “What’s the best age to start Social Security?” Read how the program works, how it’s changed, and what to consider.
February 28, 2022
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Retirement
Social Security Gets Massive 5.9% Raise in 2022
Social Security benefits for millions of Americans will increase 5.9% in 2022. Taxable wage maximum for SS tax increases to $147k.
November 3, 2021
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General Planning
How tax planning may be impacted after the election
Read about how tax planning opportunities could change in the coming years due to the upcoming election.
November 3, 2020
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