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About: jillian

Posts by jillian:

  • The End of Paper Checks for Federal Payments: What Coldstream Clients Need to Know Posted on September 22, 2025 (October 15, 2025) by jillian in Financial Planning&Retirement
  • Ask the Expert Videocast: Willamette Valley Benefits Posted on September 9, 2025 (September 5, 2025) by jillian in Financial Planning&Insurance&Retirement
  • The COO Roundtable: Episode 78 Posted on September 3, 2025 (September 3, 2025) by jillian in Podcast: The COO Roundtable
  • What to Know About Hospice Care Posted on September 2, 2025 (September 2, 2025) by jillian in Family Needs
  • Financial Empowerment for Women Posted on August 25, 2025 (August 21, 2025) by jillian in Women and Wealth
  • Navigating Medicare Open Enrollment: Your Guide to Making the Right Choices Posted on August 21, 2025 (August 20, 2025) by jillian in Retirement
  • Maximizing Your Meta Benefits: A Strategic Guide for 2025 Posted on August 15, 2025 (November 21, 2025) by jillian in Company Benefits&Financial Planning
  • Required Minimum Distributions: Rules and Strategies Posted on August 11, 2025 (August 6, 2025) by jillian in Retirement&Tax Planning&Wealth Strategy
  • Planning Your Social Security Strategy: What to Consider When Claiming Benefits Posted on August 7, 2025 (August 6, 2025) by jillian in Financial Planning&Retirement
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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.