MEIRA | Insights

Jorge Padilla, CFP®

CEO, Senior Client Advisor

September 26, 2021

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

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?

Linda Lubitz Boone, CFP®

President

September 9, 2021

4 questions that might help you think about money and your relationship with it.

Linda Lubitz Boone, CFP®

President

August 19, 2021

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

For those of you with pets, you have probably experienced some changes in your relationship with your pet(s).

June 1, 2021

A study released recently by Fidelity Charitable shows how the pandemic bolstered many donors’ generosity.