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About: jillian

Posts by jillian:

  • 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
  • Artificial Intelligence: Boom or Bubble? Posted on January 29, 2026 (January 27, 2026) by jillian in Investments&Market Commentary
  • Helping Your Child Complete Their First Tax Return Posted on January 27, 2026 (January 23, 2026) by jillian in Family Needs&Tax Planning
  • Filing for Medicare: What to Consider When Claiming Benefits Posted on January 23, 2026 (January 27, 2026) by jillian in Insurance&Retirement
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Recent Posts

  • Building a Financial Foundation: Books for Young Adults
  • Irrational Decisions in Investing
  • What Does ESG Investing Look Like Today?
  • The COO Roundtable: Episode 86
  • Financial Habits Everyone Should Cultivate

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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.