The Heron
Potomac Financial Group’s Newsletter
Raising smart spenders and savers
Key financial lessons to teach your children as they grow.
Protect yourself and your parents from tax fraud
Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.
Lemon Bars with Shortbread Crust
You only need 7 ingredients to make these lemon bars.
From the Desk of Todd Wike
Just as it looked like we were all ready for the “Grand Reopening” as Covid numbers improved, we’re hit with higher inflation, exploding oil and commodity prices, worrisome geopolitical tensions, and now the Fed hiking interest rates 25 basis points.
Deep clean your portfolio this spring
Mark your calendar with important market deadlines and closures.
How a dollar can add up to more when it comes to taxes
One measly dollar can have more impact than you’d think—especially during tax season.
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