The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
Announcements from the PFG family.
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Giving it all away
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
Unpacking the psychology of loss aversion
It’s natural to avoid loss, but sitting on the sidelines out of fear might lead to missed financial goals.
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Lemon Pasta Pronto
Recipe Courtesy of Ree Drummond at the Food Network
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