What are you looking forward to most about the summer? 7th Inning Stretch – Todd Wike, CFP®, Managing Partner, Potomac Financial Group “If we’ve spoken recently, I’ve probably mentioned how travel baseball has taken over our lives for the better part of the...
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon. When your portfolio is first constructed, it will ideally reflect your investment objective – a combination of your goals, risk tolerance and time...
Proactive organization can make insurance claims and other recovery activities easier. Preparing for an unexpected storm or fire can help protect both your personal and financial well-being. Consider these recommendations for protecting important documents and making...
Things to know before estate tax laws sunset in 2025. On January 1, 2018, the Tax Cuts and Jobs Act (TCJA) added provisions to the tax code to reduce income tax burdens. Many, however, weren’t permanent. That’s why December 31, 2025, will be an important day, with 23...
BY CAROLINE RANDALL WILLIAMS AND ALICE RANDALL Photo by Joseph De Leo, Food Styling by Liza Jernow These are straight old-school. Canned salmon formed into a patty and fried was dinner and supper and sometimes even breakfast in many a hardworking black household in...