The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
I hope you’re all doing well and enjoying summer. I’m sharing this helpful infographic below on Social Security not just to dispel some common myths, but more importantly, to encourage you to start a conversation with us. As you may know, there are benefits to waiting...
Who Do You Want to Be in Retirement?
Today’s retirees are crafting a variety of retirement styles. What’s yours?
7 Ways to Boost Your Savings
Discover smart options to grow your savings.
Review Retirement Plan Contribution Limits for 2021
Consider using tax-advantaged accounts to help lower your tax bill.
Making a Career Pivot
Need to change jobs? Read five tips to help you redesign your work life.
Fried Zucchini Flowers
The fried flowers are one of the most delicious and appreciated starters of many traditions, present in the kitchen of different regions with variations of batter and filling.
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