My work at Meira...

The core values of Meira—integrity, putting the client first, compassion, resourcefulness, creativity, setting a high bar and positivity—are what initially attracted me to the firm. I'm delighted to now have found a culture that continues to resonate with me as I share those values with the good people I'm fortunate to call my colleagues. I've had the privilege of serving in a number of advisory roles over the years and I'm excited about the opportunity to continue my work at Meira as a Client Advisor.

…and beyond

I started my career as a Financial Analyst in the Washington DC area where, after number of years, I discovered the profession of financial planning—I haven't looked back since! I whole-heartedly believe comprehensive financial planning is as important as having health insurance. An individual's financial wellness goes hand-in-hand with both mental and physical health.

I have also enjoyed giving back to my profession by serving as past president of my local Financial Planning Association and having been nominated as Chair for the Council of Examinations for the Certified Financial Planner Board. I am currently a financial editor & writer to a digital marketing company, including as a contributor to Kiplinger.

I also work as a pro bono advisor to Savvy Ladies Helpline. I am so excited to have joined the Innovating Advice community in 2021 where the focus is to push the planning profession forward including addressing the Advice Gap. I had the opportunity present to a virtual global financial planning conference on ways to bridge the gap and offer financial advice to a broader spectrum of the population.

When I'm out of the office, I enjoy traveling, reading, serving as a community organizer, and staying active.

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Insights
Linda Lubitz Boone, CFP®
President
September 5, 2023
Estate Planning From the Heart
I believe that life is about living well and dying well. Have you heard about the Conversation Project? I hadn’t until just recently when one of my favorite newspaper columnists, Ellen Goodman, resurfaced in a Google search about end-of-life issues. Many of you—in my age range—may be very familiar with Ellen, a Boston Globe and Pulitzer Prize winner whose columns chronicled social change and its impact on American life.
Deborah Badillo, CFP®
Client Advisor
July 11, 2023
Tips for Aging in Place
For those not familiar with the phrase “aging in place,” simply put, it refers to choosing to stay in your home with family, friends, and neighbors around you as you grow older (instead of moving to a residential facility designed to support long-term care, such as an assisted-living facility)
Rubina Hossain, CFP®
Client Advisor
August 8, 2023
Financial Wellness
You may have heard the term Financial Wellness tossed around on the web over the past few years—especially since the onset of the pandemic. I have always believed in this concept and am happy to hear it has gained a lot of traction—if one doesn’t feel financially well it can lead to all sorts of stresses and impact one’s mental health.
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