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Linda Lubitz Boone, CFP®
President
October 21, 2024
A Model for the Future
My most recent travel journey took me to Rwanda, a small country in eastern Africa...
Deborah Badillo, CFP®
Client Advisor
September 16, 2024
Hiring a Home Healthcare Professional: Key Considerations
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.
Jorge Padilla, CFP®
CEO, Senior Client Advisor
August 19, 2024
Common Financial Scams
As more seniors become targets for financial scams, it's important to know what to watch out for.
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