Jill Carothers, CFP®

Jill is a seasoned Certified Financial Planner™ with over 25 years of experience, including a decade of wealth management expertise. As Vice President of Wealth Management, Jill specializes in guiding high-net-worth clients in their peak earning years through comprehensive financial planning. She is passionate about empowering her clients with the knowledge and strategies needed to secure their financial future. An avid adventurer, Jill enjoys hiking and exploring unique destinations worldwide.

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How to Use a 529 Plan to Finance Your Kid’s College Costs

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You may have heard about a type of tax-advantaged college savings plan known as a 529 plan. Similar to an IRA or 401(k), money put into a 529 is “qualified,” meaning it grows tax-free and can be used tax-free in the future. You will find 529 plans sponsored by all 50 states and the District… Continue reading →

 
a group of old friends singing, dancing, and playing guitar together

3 Questions Your Advisor Should Ask About Aging

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When we’re young, retirement can feel like a far-off concept, more fantasy than reality. It’s in our middle years that the reality of aging and approaching retirement starts to hit home. By “home,” I mean your actual home, if you live with or near your own aging parents. Many folks in their 40s and 50s… Continue reading →