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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

From the Desk of Todd Wike

From the Desk of Todd Wike

We’re heading into the summer months and we hope you can find some time to relax and enjoy a baseball game, some barbeques or a vacation with loved ones. As promised, we’ll be featuring one of the 7 steps of the Freedom7 process each month and we thought that sharing...
Everplans – How to Leave a Legacy

Everplans – How to Leave a Legacy

  A simple guide for you and your family. This is bigger than your Will, but as easy as sharing a family recipe. Life and legacy planning takes you beyond finance and insurance to also focus on the important everyday details you need your loved ones to know. Things...
Joining Two Financial Lives? Treat It as a Partnership

Joining Two Financial Lives? Treat It as a Partnership

Many couples are hesitant to discuss money – but conquering that discomfort is necessary to get your spending, saving and long-term goals in sync. For What It's Worth http://potomacfinancialgroup.com/wp-content/uploads/2019/06/combining_finances_5-20-19.mp3 For...
Focus on Financial Progress, Not Financial Perfection

Focus on Financial Progress, Not Financial Perfection

Many of us may think waiting ‘til January 1 to implement financial change is the way to go, but trying to tackle multiple goals at once may just be too much. It makes much more sense to slowly and steadily tackle your financial objectives – so why not start now? Start...
Hobby or Business?

Hobby or Business?

You may make jewelry, sell baked goods, or do some carpentry. When you start selling these goods, the IRS may need for you to report this income. So, how do you know when it remains a hobby or becomes a business? When your hobby becomes profitable, it may be a...