The Heron
Potomac Financial Group’s Newsletter



- Candy Mansion – Todd Wike


Now that the SECURE 2.0 Act is officially law, it is important to understand how it affects your financial plan. The legislation provides benefits for all ages, such as increasing the age at which retirees must take required minimum distributions (RMDs) and helping younger people save for retirement while paying off student debt. I recommend taking a few minutes to read one of our featured articles this month, “How does SECURE Act 2.0 change saving for retirement?” It is a helpful summary of the benefits and new legislation.
If you would like to discuss how these changes can work to your advantage, please don’t hesitate to reach out to me.
Take care,
Jeremy S. Dvorak, CFP®, CASL®
CERTIFIED FINANCIAL PLANNER™ Professional
Potomac Financial Group

How does SECURE Act 2.0 change saving for retirement?
Washington Policy Analyst Ed Mills outlines key components of the new legislation.

Counting on the Social Security COLA
Three things to keep in mind once higher Social Security benefits start rolling in.

Your guide to marriage and money
Here’s how to deal with finances before, during and – if needed – after marriage.

Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.

Shaved Brussels sprouts salad with pomegranates
This shaved brussel 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.