Potomac Financial Group’s Newsletter
Navigating 2024 with insight and optimism.
A publication of thoughtful insight dedicated to the life well planned.
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
High-profile competitors—including those in college—can profit tremendously from name, image and likeness (NIL) deals. But making sudden wealth permanent requires a long-term focus.
Make a note of these important dates.
“Slow-simmered and seasoned with rosemary, mustard and thyme, this tender and tasty crock pot roast and potatoes recipe is so easy to make and always a hit. Substitute burgundy or brandy plus a half-cup of water for the broth…the aroma of this English roast recipe is wonderful!”—Jeannie Klugh, Lancaster, Pennsylvania
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wike Financial, LLC. Potomac Financial Group and Wike Financial, LLC are not registered broker/dealers, and are independent of Raymond James Financial Services.
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