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The Heron

Potomac Financial Group’s Newsletter

I hope your holiday season was memorable and 2023 is off to a great start. Our team had a great holiday season together, enjoying each other’s company at our holiday luncheon. As you may remember from December’s edition of The Heron, our team also engaged in some friendly competition with a gingerbread contest. Your votes are in, and we’re excited to share the winners below.
  1. Candy Mansion – Todd Wike
2. Santa’s Workshop – Deb Kelly
3. Light the Way – Sara Westrick

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

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