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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
Jim White, CFP®, EA
Have a plan to manage your Restricted Stock Units (RSUs)
Traditional vs. Roth IRA: Which Is Right for You?
4 Helpful Gifts to Help Young Adults Improve Their Financial Future
Reduce your retirement risk with an effective retirement distribution strategy
It’s time you learn to effectively unleash the hidden potential of your Solo 401(k)
7 questions to consider before you participate in a deferred compensation plan
How to overcome being designated a highly compensated employee
Thanks, But No Thanks! How To Refuse An Inheritance By Disclaiming
How to best manage an unexpected financial windfall
Don’t forget to plan for the valuable tax breaks when you pay for college tuition
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