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About: jillian

Posts by jillian:

  • Navigating Divorce – A Women & Wealth Podcast Posted on March 13, 2026 (March 6, 2026) by jillian in Family Needs&Financial Planning&Women and Wealth
  • Professional Trustees: An Ask the Expert Podcast Posted on March 9, 2026 (March 6, 2026) by jillian in Estate Planning&Family Needs&Wealth Strategy
  • Choosing the Right Trustee: One of the Most Important Decisions in Your Estate Plan Posted on March 5, 2026 (March 16, 2026) by jillian in Estate Planning&Financial Planning&Wealth Strategy
  • The COO Roundtable: Episode 84 Posted on March 3, 2026 (February 17, 2026) by jillian in Podcast: The COO Roundtable
  • New Ways to Access Your Social Security Account: Login.gov or ID.me Posted on February 27, 2026 by jillian in Financial Planning&Retirement
  • What Does It Mean to Serve as the Executor of an Estate? Posted on February 23, 2026 (February 17, 2026) by jillian in Estate Planning&Family Needs&Financial Planning&Wealth Strategy
  • Invest in Women – Leadership and the Future of AI in the Workforce: Are You Ready? Event Recap Posted on February 11, 2026 by jillian in Women and Wealth
  • 2026 Tax Update: What You Need to Know Posted on February 6, 2026 by jillian in Financial Planning&Tax Planning
  • Helping You Make the Most of Your Micron Benefits (2026 Edition) Posted on February 1, 2026 (February 4, 2026) by jillian in Company Benefits
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Recent Posts

  • Coldstream Ranks in USA Today’s Best Financial Advisory Firms
  • Finding Tax Efficiency in an Era of Increasing Tax Obligations
  • Watch Coldstream’s MarketCast for Second Quarter 2026
  • Celebrating Coldstream’s 30th Anniversary!
  • Turbulence: Navigating a Complex First Quarter

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© 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc. dba Coldstream Capital Partners. Hersman, Serles, Almond, LLC and Harrison Berkman Claypool & Guard, PLLC both do business as Coldstream Tax & Consulting. All Rights Reserved.