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About: jillian

Posts by jillian:

  • The Social Security Fairness Act: Will Your Benefits Change? Posted on February 4, 2025 by jillian in Financial Planning&Retirement
  • The Psychology of Retirement Posted on January 29, 2025 by jillian in Financial Planning&Retirement&Wealth Strategy
  • How to Decide When to Pay Off Debt or Invest Posted on January 24, 2025 (January 24, 2025) by jillian in Financial Planning&Wealth Strategy
  • Shifting Tides Posted on January 22, 2025 by jillian in Market Commentary
  • Watch Coldstream’s MarketCast for First Quarter 2025 Posted on January 21, 2025 (January 17, 2025) by jillian in Market Commentary
  • Coldstream Names Bryan Shipley, CFA, CAIA, as Chief Investment Officer Posted on January 21, 2025 (January 21, 2025) by jillian in Coldstream Happenings
  • Harrison Berkman Claypool & Guard and HBC Financial Services Join Coldstream Posted on January 9, 2025 (January 9, 2025) by jillian in Coldstream Happenings
  • The COO Roundtable: Episode 72 Posted on January 8, 2025 (December 19, 2024) by jillian in Podcast: The COO Roundtable
  • Ditch the New Year’s Resolutions: Set Some Goals Instead Posted on January 7, 2025 by jillian in Financial Planning&Wealth Strategy
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Recent Posts

  • Your Microsoft Layoff Roadmap: Seven Smart Financial Steps to Take Now
  • The COO Roundtable: Episode 76
  • Don’t let your windfall become a tax nightmare!
  • Why people make irrational financial decisions
  • The Financial Impacts of Marriage

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© 2025 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. All Rights Reserved.