Deborah Badillo, CFP®
Client Advisor
August 22, 2022
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.
Rubina Hossain, CFP®
Client Advisor
July 5, 2022
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.
Deborah Badillo, CFP®
Client Advisor
June 13, 2022
Estate Planning for Pets is a Topic Near and Dear to My Heart
Frequently, we find that a client’s estate plan does not address the placement of pets or provide for their financial support after their owner’s incompetence or death.
Jorge Padilla, CFP®
Principal, Senior Client Advisor
May 25, 2022
Feeling Uncomfortable With the Investment Markets? Who is Driving Your Information Diet?
A few weeks ago, our team enjoyed an offsite meeting at a resort in Key Largo that included some fun activities to disconnect and also some focused work as a team. One of the particularities of the resort is their restrictive policy around cell phone usage in certain areas. On the way back, my wife and I started a dialogue about the impact the 24/7 connectivity that our smartphones and the internet are having in our lives. It was just a few decades ago that we were still consuming information at a slower pace, outside of the digital world. Are we better off as a society, as a result? Certainly, the ability to provide access to information and knowledge to a wider audience will generally lead to progress. At the same time, are we happier than older generations in this hyper-connected world? I will let you answer that question for yourself.
Vladimir Filipović, MBA
Client Service Associate
March 11, 2022
Cybersecurity | Staying Safe and Controlling the Controllable
Eye rolls and pitiful exhales—that was the initial response I got from my family and loved ones when discussing cyber security.
Rubina Hossain, CFP®
Client Advisor
March 7, 2022
My Personal College Planning Experience
In April 2018 the college decisions started rolling in. My daughter—first born—applied to 15 universities (she worked super hard in high school and was determined to go to school up North). She had been thinking about going to university since 5th grade. Now, looking back at that time, fifteen applications was way too many—too much work and each application costs $$. The good news is that she got into 10 schools!
Linda Lubitz Boone, CFP®
President
September 28, 2021
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.
Jorge Padilla, CFP®
Principal, Senior Client Advisor
September 27, 2021
I was wrong about Bitcoin and Cryptocurrencies. Here is why I changed my mind…
When I first heard about bitcoin in 2016 and 2017 I dismissed it as fraud, a ponzi scheme, or a pure speculative mania that will go away.
Jorge Padilla, CFP®
Principal, Senior Client Advisor
September 26, 2021
Investing with Purpose: ESG, SRI, Values Based, and Impact Investing
It all started with a few clients wanting to ensure their money was helping to fund more developments that combat fossil fuel consumption.
Deborah Badillo, CFP®
Client Advisor
September 25, 2021
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?
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