The Heron
Potomac Financial Group’s Newsletter
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Supplì alla Romana
“Usually eats as an appetizer and is great for parties (communion, baptism, birthday, winter comfort food). Our tradition does not include any meat, but it can be made with ground veal etc.” – Sophia
From the Desk of Todd Wike
“The hardest thing in the world to understand is the income tax.” — Albert Einstein
The Tracking of Us
One day I was in a restaurant with a friend. My friend was later shown an ad on her phone related to the topic of our discussion. Did you know that apps on our phones can listen in and serve up ads accordingly?
Learn to Differentiate Constructive and Nonconstructive Debt
When used strategically, debt can enhance your wealth and your life in meaningful ways.
How Well Do Our Retirement Assumptions Align With Reality?
Everyone has expectations about what their golden years will look like. But too often, retirement is thought of as a finish line – a destination, rather than a new, decades-long phase of life.
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