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
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…
When to Consider Roth Conversions for Retirement
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…
How HSAs Can Bring Relief to High Healthcare Costs in Retirement
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…
