The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
Plans and permits. . . sharing the latest news on our renovation.
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Don’t allow boredom in retirement to get the best of you
When you bid your 9-to-5 adieu, how do you plan to spend your time?
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
5 tips to avoid getting scammed at tax time
Tax season is a prime chance for fraudsters to make their move. Learn how to recognize some key strategies to watch out for.
Pasta with cabbage
Here’s another delicious recipe shared by our own Sophia Whitney. Inspired by Sophia’s Italian heritage, the simple, flavorful ingredients make this an easy dish to make on a weeknight.
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