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About
Jim White
Gillian McCarthy
Caitlin Kempen
Services
Who We Help
Work With Us
FAQs
Blog
Contact
APPOINTMENTS
CLIENT AREA
About
Jim White
Gillian McCarthy
Caitlin Kempen
Services
Who We Help
Work With Us
FAQs
Blog
Contact
MENU
Gillian McCarthy, CFP®
Avoid the most common blunders in your rental property tax planning!
FIRE movement, is it right for me?
Use it or lose it: Spousal lifetime access trust (SLAT)
Is converting your term insurance the right answer?
Using net unrealized appreciation (NUA) to reduce your taxes in retirement
Postnuptial: Tackling Wealth Conversations After Your Wedding Day
Giving via a donor-advised fund: Is it right for you?
Follow the Roth IRA distribution rules and reap the rewards
Estate Planning before a loss in four steps
How Medical Professionals Use Specialized Planning to Cure Their Financial Complications
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