The Heron
Potomac Financial Group’s Newsletter
Achieving a better life experience
An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important.
Ham and cheese sliders
If you’re in need of an easy comfort-food recipe for tailgating, holiday parties or events, or an after-school snack that everyone loves, this will do the trick.
From the Desk of Todd Wike
After a difficult start to 2022, February has certainly been a challenging month and the markets (S&P 500) have officially entered “correction” territory with Russia’s invasion of Ukraine.
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
The importance of discussing inheritance with your heirs
As you finalize estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs.
How can you let go of loss aversion?
It’s natural to avoid loss, but sitting on the sidelines out of fear might lead to missed financial goals.
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