The Heron
Potomac Financial Group’s Newsletter
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.
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.
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