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)
Linda Lubitz Boone, CFP®
President
June 7, 2023
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.
Linda Lubitz Boone, CFP®
President
April 7, 2023
The Crucial Role of Tax Efficient Asset Class Placement in Your Investment Portfolio
Investors are often preoccupied with generating attractive returns and managing risk in their portfolios. However, one aspect that should not be overlooked is the tax efficiency of our investments. Diversified portfolios hold a wide range of investments with different asset classes/securities having different return and tax efficiency characteristics. Tax-efficient asset class placement can have a significant impact on long-term wealth accumulation and should be an integral part of any investor’s strategy. This is a strategy that we, at Meira, have regularly used over the years.
Linda Lubitz Boone, CFP®
President
March 7, 2023
Test Your IRA Intelligence – How Much Do You Know?
Some people like to take quizzes and if you’re one of those read on. The answers are at the end of the article, so don’t peek.
Deborah Badillo, CFP®
Client Advisor
February 7, 2023
How to Choose a Charity
Our MEIRA clients are increasingly utilizing charitable giving by donating to charities through Qualified Charitable Distributions (QCDs) from their IRA Investment accounts (if you’d like to learn more, please let us know). In some cases, we’ve had clients who wanted assistance in identifying a charitable organization, so I developed a bit of a how-to-guide below.
Rubina Hossain, CFP®
Client Advisor
January 18, 2023
You Can Never Be Too Careful!
Winter of 2022…it was a regular working day, where in the evening I was to meet a friend for dinner. As I was leaving for dinner, my cellphone stopped working and said SOS—little did I know it wasn’t because I didn’t have a signal!
Rubina Hossain, CFP®
Client Advisor
November 18, 2022
Money Hacks | Tried and True
I was blessed to have been raised by a mother who believed in spending less than you make. Thankfully, that belief is ingrained in me and particularly came into play when my older child went off to a private college four years ago! I reexamined our monthly expenses and was determined to find ways to save money.
Jorge Padilla, CFP®
CEO, Senior Client Advisor
October 21, 2022
Investment / Market Update October 2022
As we started the year 2022—beginning to look at the pandemic restrictions in the rear view mirror—most of us were looking forward to enjoy what our ‘new normal’ may look like. Fast forward to today, and the world is presenting us with a very challenging year on so many fronts.
Linda Lubitz Boone, CFP®
President
September 23, 2022
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:
We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.
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