July 1st, 2024
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James Carroll, CPA
James Carroll, CPA L.L.C.
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James Carroll, CPA L.L.C.
Planning Your Financial Future |
JULY 2024
Temperatures are rising! It is better to keep your air conditioning on and raise the temperature control than to turn it off and on as the outside temperature fluctuates. |
Bon Voyage!
With COVID receding in most areas of the world, Americans are traveling again.
Watch for These Hazards on the Road to Retirement
On your journey to retirement, it’s important to stay focused — and be aware of a few key risks that could throw you off course.
Mixing It Up: Asset Allocation and Diversification
It’s easy to lose sight of fundamental strategies as you track the performance of specific securities or the dollar value of your investments.
After the Loss of a Loved One, Watch Out for Scams
Unfortunately, scam artists often prey on individuals grieving after the loss of a loved one.
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James Carroll, CPA
Member
James Carroll, CPA L.L.C.
109 Church Road
Owings Mills, MD 21117
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Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
Prepared by Broadridge Advisor Solutions Copyright 2024.
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This entry was posted on Monday, July 1st, 2024 at 11:51 am.
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