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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 hope that 2020 is off to a great start for you and your family! With the beginning of the new year, we all tend to make resolutions – losing weight, exercising more, cleaning out your closets – just to name a few! Here at PFG, we particularly love this time of year...
Pros, Cons and Possible Disasters after SECURE Act

Pros, Cons and Possible Disasters after SECURE Act

Pros, Cons and Possible Disasters after SECURE Act Sweeping retirement changes were just signed into law that bring both positives (for savers) and potentially disastrous consequences (for heirs). Here are five important things everyone should do right now. By Jamie...
10 Common Scams and How to Avoid Them

10 Common Scams and How to Avoid Them

As we age, we may become more susceptible to fraudsters who make a living preying on retirees. This can be especially true for widows and widowers who are making decisions alone and may be particularly trusting of friendly strangers. In order to protect ourselves and...
Report Hobby Income

Report Hobby Income

Many people do side hobbies for fun, which also happen to bring in extra income. Whenever taxpayers make money from their hobbies, they must report the income to the IRS. Here are some tips to help you correctly claim your income and expenses:Discern between a hobby...
PFG Team Spotlight

PFG Team Spotlight

Brian Krawiec was first introduced to PFG in 2002 during graduate school by a friend and existing PFG client. He opened a small account and little did he know, shortly after completing his Ph.D. program in 2007, Brian would interview for a position at PFG – making the...
Start the New Year Off S.M.A.R.T.

Start the New Year Off S.M.A.R.T.

While around 60% of us make New Year’s Resolutions, only 8% of us achieve them. But don’t let that discourage you! Transform your New Year’s Resolution into a “S.M.A.R.T.” goal, following these criteria.Specificity – How could you reach this goal? Consider the...