The Heron
Potomac Financial Group’s Newsletter
Technology makes it easier (and safer) to age in place
Learn how intelligent technology can help loved ones live independently longer.
Where Medicare falls short
Explore how to plan for future medical costs that Medicare may not cover.
Another wedding in the Kelly family
Friends since childhood, this great couple is now happily married.
Seared scallops with basil risotto
Uncover the secret ingredient that makes this simple and easy dish worthy of a five-star restaurant!
From the Desk of Todd Wike
With market volatility on just about everyone’s mind, I think it’s important that we don’t lose sight of all the other important components of your financial plan.
Annuity strategies aren’t one-size-fits-all
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
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