Karen McMillan, CFP®

Karen is a Wealth Counselor at Osborne Partners with over 20 years of experience in the financial services industry. She has a broad range of experience that includes working with clients on comprehensive financial planning, wealth management strategies, stock option strategies, tax planning, and insurance.  Over her two decades she has not only become a CERTIFIED FINANCIAL PLANNER™ practitioner (2006), but has accumulated ten additional professional qualifications.  Prior to joining Osborne Partners, she was a Senior Financial Advisor at Merrill Lynch.

Publications by Karen McMillan, CFP®

April 15, 2023 | Financial Planning

Déjà Vu All Over Again
It has been a while since investors have had to review the rules around FDIC and SIPC insurance, but that is not because of an absence of bank failures, but […]

January 16, 2022 | Financial Planning

My New Year’s Resolution: Protection from Fraud
An ounce of prevention is preferable to the hours a cure could take. Welcome to 2022! I have always been keen to set New Year’s resolutions, but this year I […]

October 16, 2020 | Financial Planning

Tax in the Time of COVID
A prescription for year-end financial planning. Welcome to October 2020, month seven in what some are calling the New Abnormal.   Like many people, I’m growing a little tired of my […]

January 15, 2020 | Financial Planning

Will the SECURE Act Affect You?
Individual Retirement Accounts (IRAs) have been modified many times since their introduction forty-six years ago in 1974.  Many of the changes have been beneficial – the contribution limits have increased […]

April 14, 2019 | Financial Planning

How I Stopped Worrying About Uncertainty and Learned To Trust the Numbers
Back in 1946, a nuclear physicist working at the Los Alamos National Laboratory, Stanislaw Ulam, was convalescing from an illness.  Unable to binge Netflix (as I do when recovering under […]

October 19, 2018 | Financial Planning

11 Tips to Trim Taxes, Increase Cash Flow, or Save Time
To download a printable version of this article: 201810 OPCM – Trim Taxes, Increase Cash Flow, or Save Time The Tax Cuts and Jobs Act was signed into legislation last […]

January 13, 2018 | Financial Planning

Tax Reform And Us
As if December wasn’t already one of the busiest times of the year.  In between planning menus, shopping for presents, getting groceries, lighting candles, coordinating travel arrangements, and taking care […]

July 2, 2017 | Financial Planning

Summertime and Retirement Income Planning
“Summertime and the livin’ is easy”1, which makes it an ideal time for financial reflection and second-half of the year retirement income planning. Most successful endeavors start (and continue) with […]
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