The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
Twice as nice! Congratulations to “Mamma.”
Summer WorthWhile
A publication of thoughtful insight dedicated to the life well planned.
Rising rates, inflation and your pension plan options
Deciding on annuitized payments versus a lump sum takes some tricky math.
Netiquette for digital natives
The youngest members of the family might seem the most informed on today’s tech – but that’s not always the case.
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Strawberry-Cabernet Barbecue Sauce
Fresh berries make an unbeatable base for an easy homemade BBQ sauce.
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