Quentara Costa, CFP®, MSFP POWWOW, LLC

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About Quentara Costa, CFP®

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family’s net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you’ve come to the right place.

Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

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Recently Published

Should Cryptocurrencies Be A New Asset Class?

June 14, 2021

Ask yourself three questions before you use actual dollars to buy cryptos In very simple terms, there are three main asset classes: equities (stocks), fixed-income (bonds), and cash equivalents (money market instruments). And most financial advisors and investors expand upon the Big Three to also include: real estate, commodities, and futures. But should cryptocurrencies be […]

The post Should Cryptocurrencies Be A New Asset Class? appeared first on North Andover Financial Planner | Powwow, LLC.

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When you need to consider estimated tax payments

May 25, 2021

Passive income can unintentionally cause tax penalties for late or underpayments. This is avoidable by making estimated tax payments.

The post When you need to consider estimated tax payments appeared first on North Andover Financial Planner | Powwow, LLC.

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Federal Student Loan Pause may extend beyond September 30, 2021

May 13, 2021

Federal student loan payments and collections are set to resume in October 2021. There is a chance that the pause may be extended or a ramp-up plan will be put in place.

The post Federal Student Loan Pause may extend beyond September 30, 2021 appeared first on North Andover Financial Planner | Powwow, LLC.

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Ideal Clients

  • Caretakers
  • Cash Flow/Budgeting
  • Elder Care Planning
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Hourly Fee: $225+/hr
  • Flat Fee: $2,250+/engagement
  • AUM: 0.75%

SEC Records

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