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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

I know, I know…we’re already in the middle of May and we’re just now sending the April edition of The Heron.  I’m not one for excuses, but we’ve been working especially hard to put the finishing touches on something new and exciting for our clients of PFG.  As a...
The Twists and Turns of Social Security

The Twists and Turns of Social Security

Social Security is complicated. This world of confusion stems from all the factors that have to be accounted for, including your age, income, marital status, health and life expectancy. With Social Security accounting for nearly 40% of most Americans’ retirement...
It’s Time to Spring Clean Your Finances

It’s Time to Spring Clean Your Finances

The birds singing and flowers blooming are a cue – it’s time for heavy duty cleaning and organizing. That includes cleaning out your financial to-do list and discussing any outstanding items with your advisor. It’s also a good idea to check your credit report and...
Child and Dependent Care Credit

Child and Dependent Care Credit

Working moms and dads can get a break with the Child and Dependent Care Credit. Child care is expensive, and this credit is designed to offset some of that cost. The credit covers children age 12 or younger, a spouse if they are unable to take care of them self, or...
It’s All in a Walk

It’s All in a Walk

There’s nothing like going for a stroll to clear the mind. After all, your body was made for walking. But besides making you feel good, there are so many health benefits to “taking the ankle express”. Here are just a few: You’ll be in a better mood. It’s true –...