Boomer Homeownership and Retirement

Baby boomers hold about half the nation’s home equity, amounting to more than $17 trillion.

Life Insurance Might Help During Turbulent Economic Times

Life insurance may be helpful during tough economic times.

How Has SECURE 2.0 Affected 401(k) Plans?

Thanks to the SECURE 2.0 Act, your 401(k) plan may help you manage financial challenges as they arise.

Three Ways to Help Build Financial Resilience

You can take steps to build the financial resilience you need to help you handle challenging times and hopefully emerge even stronger.

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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