The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
It’s hard to believe that Thanksgiving is already next week! It’s definitely been a challenging year for all of us.
Has 2020 Thrown Your Budget Off Course?
When things don’t go as planned, small changes can get you back on track.
With Nursing Homes Under Stress, Families Seek Alternatives
COVID-19 has created significant challenges for the senior living industry, leading many families to consider new avenues of care.
Tax Tweaks Often Affect Givers’ “How” but Not Their “Why”
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act.
How to “Fail Forward” and Capitalize on Your Setbacks
Failure isn’t always the opposite of success – in many cases, it’s a necessary prerequisite. Hear how leaders across industries have reframed their view of failure.
Cheesy Potato Casserole
This recipe comes highly recommended and is a family favorite from our own Sara Aulebach, Executive Assistant and Marketing Coordinator.
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