The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
The past few weeks have been full of concerning headlines, generating questions about the stability of the banking system and creating concern that recent failures may indicate something more – a financial contagion with economic implications.
Refresh and renew your portfolio this spring
Review your cash flow and tend to your RMDs as tax season approaches.
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Provisions of the SECURE Act 2.0 may allow for new flexibility with unused funds in certain education savings accounts.
10 things your kids don’t want when you downsize
Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines.
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Irish Guinness Brown Bread
Recipe courtesy of Ina Garten from her book “Cooking for Jeffrey.”
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Please visit https://www.raymondjames.com/legal-disclosures for Additional Risk and Disclosure Information.
© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Privacy Policy