Navigating life together.
Insights
Rubina Hossain, CFP®
Client Advisor
March 4, 2024
My Work with the CFP Board
Did I ever imagine that I would willingly undertake the CFP® exam three times a year for the next five years? Suprisingly, it happened...
Clint McCalla, CFP®
Senior Client Advisor
January 16, 2024
Important Tax Updates for 2024
As tax season gets underway, please take a moment to review the included tax resource from the MEIRA Wealth team which reflects important updates for the 2024 tax year.
Linda Lubitz Boone, CFP®
President
October 18, 2023
Do You Know Someone Who is Living With Dementia?
Do you know someone who is living with Dementia? Or, do you think one day you may be a caregiver for someone who has Dementia—perhaps a parent, sibling or close friend? Or, do you believe your children may need to be a caregiver for you one day? We've created our Dementia and Caregiver Educational Series to help provide you with tools you'll need to face these challenges.
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