Insights
Jorge Padilla Recognized Among Hola Latinos' Top Men of Impact
At Meira Wealth, we've always believed that the most meaningful measure of success isn't found in awards or accolades. It's found in the relationships we build, the trust our clients place in us, and the opportunity to help people make thoughtful financial decisions throughout their lives.
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)
Thrive!
We recently launched a weekly team post entitled Thursday Thrive! which is intended to offer snackable ideas on how to grow and develop well (and vigorously). Subjects include tips on productivity, wellness, and team collaboration in an effort to offer insights that will enable us individually—and as a team—to thrive.
Embracing Work/Life Fulfillment
We talk a lot around the office about work/life balance, and for some reason, while it has always been a concept that I support, the terminology has never seemed to resonate with me. Perhaps because I am not sure that there is ever truly a balance—which to me has meant equalization—in my family, my marriage, and my unmet goals.
Your Future of Life | Three Questions
Part of our role as Financial Planners is to ask questions that go beyond the numbers. Most of our clients have a goal of accumulating assets and making sure that they spend their money wisely. These are very important goals, but it's important to make sure that we think about other risks that we all face as we age.
Green Burial
After a recent client meeting about estate planning (when we were asked if it was required that your body be processed with formaldehyde whe you die), I told them that I would look into the matter about alternative options for burial.
Eco-Friendly Travel — A Win-Win!
Since I can remember, I have always tried to practice making the most of any situation in life. One of my favorite things to do outside of work is to travel.
What’s in a Name? The Lubitz Financial Group is now Meira!
The Lubitz Financial Group logo, a tree, was originally conceived after our founder Linda Lubitz Boone discovereda 1912 postcard to her great grandfather from his local bank.
Shopping With Purpose
I am not a big shopper. That said, when I do shop, I look for presents that pay it forward. What do I mean by that?