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.

Member

James Carroll, CPA L.L.C.

109 Church Road

Owings Mills, MD 21117

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.

To opt-out of future emails, please click here.