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About: jillian

Posts by jillian:

  • 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
  • The COO Roundtable: Episode 77 Posted on August 5, 2025 (August 6, 2025) by jillian in Podcast: The COO Roundtable
  • Qualified Charitable Distributions (QCDs) Are Gaining Momentum: How Retirees Are Rethinking Charitable Giving After the One Big Beautiful Bill (OBBB) Posted on July 31, 2025 (July 30, 2025) by jillian in Financial Planning&Philanthropy&Tax Planning
  • The Most Successful Cyber-attacks are Phishing: How to Recognize and Avoid These Scams Posted on July 24, 2025 by jillian in Cybersecurity
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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.