Linda Lubitz Boone, CFP®
President
September 9, 2021
Four Questions You Should Ask Yourself About Money
4 questions that might help you think about money and your relationship with it.
Linda Lubitz Boone, CFP®
President
August 19, 2021
Managing Debt During Retirement: Your Mortgage
Consider this — conventional wisdom says homeowners should pay off their home loans before retirement. But does this really make sense for you? 
Linda Lubitz Boone, CFP®
President
August 10, 2021
Coping With Your Pets During Covid
For those of you with pets, you have probably experienced some changes in your relationship with your pet(s).
June 1, 2021
Women’s Charitable Giving Reached New Heights in 2020
A study released recently by Fidelity Charitable shows how the pandemic bolstered many donors’ generosity. 
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