Cost Is a Key Factor in College Selection

Most families consider cost one of the most important factors when selecting a college.

Consider Munis for Tax-Free Income

Municipal bonds offer tax-exempt yields that may be attractive to investors looking for stability and income.

Navigating Financial Conversations with Aging Parents

It’s important to talk to your aging parents about finances to help ensure their financial well-being.

Staycations Are About More Than Saving Money

Consider a staycation to minimize costs and stress.

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 2025.

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