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 your 2023 is off to a happy, healthy start and you enjoyed the holiday season with family and friends as much as I did. Before we’re well into the year, I wanted to share a photograph from our PFG holiday luncheon. Several loved ones were able to join us, and...
How does SECURE Act 2.0 change saving for retirement?

How does SECURE Act 2.0 change saving for retirement?

Washington Policy Analyst Ed Mills outlines key components of the new legislation.  The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0...
Counting on the Social Security COLA

Counting on the Social Security COLA

Three things to keep in mind once higher Social Security benefits start rolling in. Retirees will get their biggest “raise” from Social Security in 40 years. The cost-of-living adjustment, often called COLA, came in at 8.7% for 2023, significantly higher...
Your guide to marriage and money

Your guide to marriage and money

Here’s how to deal with finances before, during and – if needed – after marriage. Love and money can be complicated. According to research by Ramsey Solutions, money is the number one reason married couples fight and a leading cause of divorce. So, when it comes to...
Laying the groundwork for tax season

Laying the groundwork for tax season

Smart moves at the beginning of tax season can help get your financial house in order. Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be...
Shaved Brussels sprouts salad with pomegranates

Shaved Brussels sprouts salad with pomegranates

This shaved Brussels sprouts salad is made with toasted almond slices, sweet pomegranate seeds, and a tangy white wine vinaigrette. Perfect for a holiday side dish. This recipe is vegan, gluten-free, paleo. Ingredients ½ cup sliced almonds see note 1 1 lb. Brussels...