The Heron
Potomac Financial Group’s Newsletter

From the Desk of Todd Wike
We took a break for some spring fun: skiing and Easter crafts!

Spring WorthWhile
A publication of thoughtful insight dedicated to the life well planned.

Spend your retirement thriving
How to make your retirement rewarding and meaningful.

Pay off debt with a plan in mind
Strategies for minimizing interest payments and eliminating debt.

Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.

Spring Cobb Salad
Everyone’s favorite cobb salad just got a spring-y makeover!
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