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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

The month of March is such a blur. News of the spreading virus in February quickly gave way to “stay at home” orders, and as we all know, unprecedented market volatility. At PFG, we spent much of our time having serious, emotionally charged conversations with...
CARES Act: Retirement Plans, Distributions and Contributions

CARES Act: Retirement Plans, Distributions and Contributions

Review provisions that include penalty-free distributions, loan limit changes and a waiver of 2020 RMDs. Passed on March 27, 2020, the CARES Act provides an estimated $2 trillion in fiscal stimulus to combat the economic impact of COVID-19 and provides the healthcare...
Tips to Protect Yourself From COVID-19 Scammers

Tips to Protect Yourself From COVID-19 Scammers

During this time of uncertainty, fraudsters are taking advantage of global headlines in an attempt to get people to click malicious links, volunteer personal information, download malicious software or fall for other scams. Read on to learn about – and avoid – scams...
As Schools Extend Refunds, Potential Tax Snag Emerges

As Schools Extend Refunds, Potential Tax Snag Emerges

If you receive a refund for expenses paid out of a 529 plan, you may need to take action to avoid negative tax consequences. As efforts to stem the spread of the coronavirus continue, schools across the world have transitioned away from their lecture halls and...
Science-Backed Ways to Reframe a Negative Mindset

Science-Backed Ways to Reframe a Negative Mindset

Explore seven strategies for counteracting anxious thoughts. Do you sometimes face a flood of anxious thoughts as soon as your head hits the pillow, or struggle to get a negative interaction out of your mind? You can thank your brain’s negativity bias, left over from...
Hand-Held Apple Pies

Hand-Held Apple Pies

Deb Kelly’s son, Kyle, uses easy-to-find ingredients to make staying at home a little bit easier.  1 pkg. refrigerated pie crusts, softened (pkg contains 2 crusts) 2 cups peeled and diced apples 1/3 cup sugar 1 tablespoon flour 1 ½ teaspoons ground cinnamon Preheat...