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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 you and your loved ones are doing well. Although summer is coming to an end, there’s always a lot of excitement in the office during this time of year because it means that football season is officially underway. It’s no secret that several of us at PFG are...
Fall WorthWhile

Fall WorthWhile

A publication of thoughtful insight dedicated to the life well planned. Download your copy of the Fall WorthWhile Magazine All expressions of opinion reflect the judgment of the author and are subject to change. Links are being provided for information purposes only....
Review RMDs, Gauge Capital Gains and Fight Fraud This Fall

Review RMDs, Gauge Capital Gains and Fight Fraud This Fall

Mark your calendar with important tax deadlines and market closures. Review your retirement and investment accounts, monitor for fraudulent activity and reflect on your financial plans as the new year approaches. Fall/Winter 2021 market closures Nov. 25: Thanksgiving...
Your Year-End Tax Planning Checklist

Your Year-End Tax Planning Checklist

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and...
Make Lasting Memories by Savoring Life’s Simple Joys

Make Lasting Memories by Savoring Life’s Simple Joys

While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones. A slow morning on the first day of summer. Baking cookies with the littles. A great meal surrounded by close friends or family. The best...
Apple Crisp

Apple Crisp

Buttery brown sugar and oat topping over sweet baked apples is a heavenly dessert year round. Ingredients 10 cups all-purpose apples, peeled, cored and sliced 1 cup white sugar 1 tablespoon all-purpose flour 1 teaspoon ground cinnamon ½ cup water 1 cup quick-cooking...