The Heron
Potomac Financial Group’s Newsletter
Sorting through complicated compensation plans
Managing earnings tax efficiently may be just as important as the compensation package itself.
Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Avocado pasta
This is one of Sara Aulebach’s favorite meals to prepare – its quick, easy, light and healthy. You can customize it in many different ways by mixing up the toppings and pasta.
From the Desk of Todd Wike
One of the many benefits of working with a team of advisors is the ability to share and compare viewpoints and thoughts on the markets and discuss the current events to help each other gain a better understanding of what is happening in the world around us.
Establishing a trust? These states have favorable legislation
Review the locations that may provide a leg up when it comes to flexibility, asset protection and tax mitigation.
Protect your privacy on social media: How much is too much?
Follow these tips for protecting your privacy on social media.
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