May 2023 Newsletter

James Carroll, CPA L.L.C.

Planning Your Financial Future

MAY 2023

As the weather gets warmer and it stays lighter longer, take care when driving. Children may not be as aware of cars as they should be.

Reasons to Roll

A rollover can give you more control over your retirement savings.

Take a look

How Taxes Impact Your Retirement-Income Strategy

Are you aware of the unique tax concerns retirees face?

Take a look

Yours, Mine, and Ours: Financial Tips for Blended Families

Combining finances can be complicated for any couple, but the challenges become more complex the second time around, especially when children are involved.

Take a look

A Mortgage Recast Is an Alternative to Refinancing

If you would like to reduce your monthly mortgage payment without having to refinance, then you may want to explore a mortgage recast.

Take a look

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James Carroll, CPA
James Carroll, CPA L.L.C.
109 Church Road
Owings Mills, MD 21117
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This entry was posted on Monday, May 1st, 2023 at 11:55 am. Both comments and pings are currently closed.

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