Financial Spring Cleaning: Small Steps for Big Impact
In a special feature this quarter, Lena McQuillen, CFP® (Vice President and Director of Financial Planning) and Dave Jones, JD, LLM, CFP® (Senior Vice President and Director of Estate…
Planning for Generational Wealth: Maximizing Tax Efficiency for Your Family
Lena McQuillen, CFP®, Vice President and Director of Financial Planning, outlines the distinctions between Traditional and Roth retirement strategies, when each is most effective, the…
Boosting Your Retirement Strategy: When to Consider Roth Conversions
Join Lena McQuillen, CFP®, Vice President and Director of Financial Planning, in an exploration of how Roth IRA conversations can lower your lifetime tax burden and maximize retirement…
How to Pick a Health Insurance Plan During Open Enrollment
Lena McQuillen, CFP® Director of Financial Planning, delves into why not reviewing your health insurance coverage each year could be costing you, as well as various considerations for…
Navigating Sky-High Health Care Costs in Retirement: How HSAs Can Bring Relief
Lena McQuillen, CFP® Director of Financial Planning, explores the many ways that Health Savings Accounts (HSAs) can be used throughout your life—including in retirement—to help combat the…
