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Timely advice & commentary about investing, taxes, financial planning and more.


Kimberly I. McCarthy, Esq.
Kimberly I. McCarthy, Esq.
Kimberly I. McCarthy, Esq. 's Blog

The ABCs of Tax Reform for 2019: DAFs and GLIs
By Kimberly I. McCarthy, Esq. / January 28, 2019
The Tax Reform Act changed so many income tax provisions affecting individuals, corporations, pass-throughs, and specific industries that it is impossible to provide a brief and succinct overview of new planning opportunities. But DAFs and GLIs are two tax-planning acronyms to consider in 2019.

5 Ways to Leverage your Social Security Benefits
By Kimberly I. McCarthy, Esq. / October 22, 2018
In October, the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), will be released. Early indications suggest that the cost-of-living adjustment that will take effect for social security recipients at the beginning of 2019 could come in between 2.5%-3.00%. This is the first increase in some years that has not been consumed by Medicare premium hikes. Do you know enough about Social Security to leverage your benefits?

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

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