Clint McCalla, CFP®
Senior Client Advisor
December 16, 2024
Economic and Tax Updates
2024 economic recap, expectations for 2025, and tax updates...
Rubina Hossain, CFP®
Client Advisor
November 18, 2024
Supporting Family: Aligning Spending with Values
Aligning spending with values and goals...
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.
Clint McCalla, CFP®
Senior Client Advisor
July 15, 2024
Understanding the Medicare Premium Surcharge
Many people are not aware that you can contest the Medicare premium surcharge...
Jorge Padilla, CFP®
CEO, Senior Client Advisor
June 3, 2024
Navigating the Stock Market in an Election Year
Election years can stir up a whirlwind of emotions among investors...
Rubina Hossain, CFP®
Client Advisor
March 4, 2024
My Work with the CFP Board
Did I ever imagine that I would willingly undertake the CFP® exam three times a year for the next five years? Suprisingly, it happened...
Clint McCalla, CFP®
Senior Client Advisor
January 16, 2024
Important Tax Updates for 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.
Linda Lubitz Boone, CFP®
President
October 18, 2023
Do You Know Someone Who is Living With Dementia?
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.
We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.
Let's talk

Reimagining life's defining financial moments.  Together.®

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