A recognized national thought-leader in navigating financial wellness, retirement readiness and women and money. Paula McMillan, CFP®, CPA/PFS, CGMA is passionate about helping people balance living a desired lifestyle today with accumulating the savings needed for tomorrow.
-Published and quoted in national and local publications, including CNBC, US News & World Report,The TaxAdviser, Journal of Accountancy, Kiplinger’s,The Business Journal, How Stuff Works and more.
-Created two national AICPA podcast series on retirement planning and women and wealth
-TEDx presenter on the topic of Retirement: Longevity and Security.
-AICPA Advanced Personal Financial Planning Conference Committee, Investment Subcommittee Lead
-AICPA Personal Financial Specialist (PFS) Credential Committee
-Society of Financial Service Professionals Board
-Society of Financial Service Professionals Foundation Board, Chair
-Plenteous Financial Forum
-NCACPA Triad Women’s Initiatives Group, Founder and Chair
-Greensboro Estate Planning Council Board
Living in a log cabin on 11 acres in Summerfield, NC, husband Zach, son Zahn and Paula enjoy being in nature – biking, hiking, running, kayaking, water skiing or just chasing around their pound puppy, Johnny Cash.
TEDx Retirement Longevity and Security: Will you have enough money in retirement? In other words, will you be able to weather thirty years of inflation, taxes and market volatility with no paycheck? If not, you are not alone. After all, retirement systems that provide retirees with financial support have changed.
AICPA Retirement Podcast Series: Take a moment to dial into the Retirement Podcast Series to better understand key challenges, opportunities and solutions in retirement planning tackling issues such as:
Amid Uncertainty, Financial Planning Clients Stick with Long-Term Plans – Journal of Accountancy: With financial plans built for the long term, major adjustments shouldn’t be necessary. Advisers who know their clients well and had already been doing the appropriate level of planning have been able to focus on identifying strategic opportunities rather than significant changes. After all, part of the reason we plan is because you do not want to be trying to fix the airplane as you are flying through the air.
The Cheapskate’s Guide to Retirement-Kiplinger: While there are many paths to wealth, most people who stay wealthy have a healthy respect for money – and can be very resourceful in their frugality. Paula enjoyed working with Kiplinger’s Retirement Report Editor, Mary Kane, on this engaging, informative piece!
Social Security: Now or Later?-Kiplinger: In claiming Social Security, delaying benefits will increase the size of your checks. However, it’s not the best strategy for everyone. It was such a pleasure to work with Sandra Block, Kiplinger Retirement Report Editor, on this engaging, informative piece!
AICPA Women and Wealth Podcast Series: Take a moment to dial into the Women and Wealth Podcast Series to better understand key challenges, opportunities and solutions in advising women tackling issues such as: