January Newsletter 2023

James Carroll'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 embark upon a new year, may you reach all of your goals for 2023.

Retirement Age Expectations vs. Reality

Do your expectations for retirement age reflect the reality of today’s retirees?

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Balancing Stocks and Bonds in One Fund

Balanced funds generally have three objectives: conserve principal, provide income, and pursue long-term growth.

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Fixed for Life: What Can an Annuity Do for You?

With stock and bond markets both faltering over the past year, it’s easy to see why more near-retirees have a newfound appreciation for fixed annuities — insurance contracts that guarantee a specified rate of return.

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Three Ways to Help Simplify Your Finances

Over time, finances tend to get complicated, but making just a few changes may help you focus on your financial priorities.

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James Carroll'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 2022.

This entry was posted on Friday, December 30th, 2022 at 11:15 am. Both comments and pings are currently closed.

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