The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
Navigating 2024 with insight and optimism.
Winter 2024 WorthWhile
A publication of thoughtful insight dedicated to the life well planned.
Charitably minded investors can satisfy RMDs and QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Great wealth, great responsibility for elite young athletes
High-profile competitors—including those in college—can profit tremendously from name, image and likeness (NIL) deals. But making sudden wealth permanent requires a long-term focus.
Tax planning for the 2023 filing season
Make a note of these important dates.
Melt-in-Your-Mouth Pot Roast
“Slow-simmered and seasoned with rosemary, mustard and thyme, this tender and tasty crock pot roast and potatoes recipe is so easy to make and always a hit. Substitute burgundy or brandy plus a half-cup of water for the broth…the aroma of this English roast recipe is wonderful!”—Jeannie Klugh, Lancaster, Pennsylvania
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