December Newsletter 2021

James  Carroll, CPA's Profile Picture James Carroll, CPA

James Carroll, CPA L.L.C.
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James Carroll, CPA L.L.C.

Planning Your Financial Future


As we enter the Christmas shopping season, be careful. If you have packages delivered to your home, beware of “porch pirates”. If you shop in person, be aware of your surroundings and keep packages hidden in your vehicle. Also, beware of scams through either email or texts. Be diligent.

Two Decades of Inflation

After being largely dormant, inflation roared back in 2021; for perspective, it may be helpful to look at a longer period of time.

Take a look

401(k) and IRA: A Combined Savings Strategy

Contributing to both an employer-sponsored retirement plan and an IRA can significantly boost your retirement assets.

Take a look

Charitable Giving Can Be a Family Affair

Cultivating philanthropic values can help foster responsibility and a sense of purpose among both young and old alike.

Take a look

Your Social Security Statement: What’s in It for You?

The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits that Social Security offers.

Take a look

James  Carroll, CPA's Profile Picture

James Carroll, CPA
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 2021.

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