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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 in about the 10th or 11th week of “stay at home” orders and now that the markets have calmed down and mostly recovered from the lows, I’ve had a bit more time on my hands to read and to think and to reflect on what we just went through and how much has changed...
PFG Quarantine

PFG Quarantine

Much of life has changed due to the COVID-19 pandemic, but for the PFG team and their families, they are making the best of it!   Sara Aulebach Fostering Can Be a Handful Sara loves helping her mom foster a dog along with her 5 adorable puppies born on St....
Gifting in a Volatile Market

Gifting in a Volatile Market

The coronavirus has financially impacted individuals and businesses, and market volatility may leave you cautious about making gifts. Temporary provisions in the CARES Act can promote charitable giving as well as provide you with other gifting opportunities. Annual...
A Circle of Care

A Circle of Care

You’ve heard it before: Americans are living longer. Advances in medicine and technology have increased our longevity as well as our quality of life. But the latter doesn’t just happen by accident. It takes a savvy senior and a well-orchestrated team to pull together...
How Different Types of Investment Income Are Taxed

How Different Types of Investment Income Are Taxed

The federal tax system is not exactly straightforward. There are myriad deductions and credits, various tax brackets, additional payroll and Medicare surtaxes, and a slew of different categories to help us define our income … for tax purposes. You’d think there’d be...
9 Secrets of Successful Centenarians

9 Secrets of Successful Centenarians

People are growing older – and bolder – in “Blue Zones” where residents disproportionately live beyond 100, at rates up to 10 times higher than other places. Blue Zone residents from various cultures offer the rest of us insight into living longer, better lives. And...