The Heron

Potomac Financial Group’s Newsletter

Evacuating for a storm or fire? Have these documents ready.

Preparing for an unexpected storm or fire can help protect both your personal and financial well-being.

As the tax law sunset nears, review savvy gifting solutions

On January 1, 2018, the Tax Cuts and Jobs Act (TCJA) added provisions to the tax code to reduce income tax burdens. Many, however, weren’t permanent. That’s why December 31, 2025, will be an important day, with 23 provisions scheduled to sunset.

Salmon Croquettes With Dill Sauce

Back in the day, salmon croquettes usually meant rich bindings and fillers. Everything from eggs, flour, cracker crumbs, and béchamel sauce has been used to hold them together.

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.

Introducing Raymond James’ New Chief Economist – Eugenio J. Alemán, PhD

Can the Fed pull off a soft landing?

Managing earnings tax efficiently may be just as important as the compensation package itself.

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