Insights
Clint McCalla, CFP®
Senior Client Advisor
December 16, 2024
2024 economic recap, expectations for 2025, and tax updates...
Rubina Hossain, CFP®
Client Advisor
November 18, 2024
Aligning spending with values and goals...
Linda Lubitz Boone, CFP®
President
October 21, 2024
My most recent travel journey took me to Rwanda, a small country in eastern Africa...
Jorge Padilla, CFP®
CEO, Senior Client
Advisor
August 19, 2024
As more seniors become targets for financial scams, it's important to know what to watch out for.
Linda Lubitz Boone, CFP®
President
January 16, 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.
Deborah Badillo, CFP®
Client Advisor
September 16, 2024
As the demand for home healthcare continues to rise, selecting the right
professional to care for a loved one is a decision that requires thoughtful
consideration.
Rubina Hossain, CFP®
Client Advisor
November 18, 2024
Did I ever imagine that I would willingly undertake the CFP® exam three times a year for the next five years? Suprisingly, it happened...
Rubina Hossain, CFP®
Client Advisor
October 18, 2023
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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We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.