The Heron
Potomac Financial Group’s Newsletter
Italian Beef Stew
We hope you enjoy this winter staple in Sophia’s house.
From the Desk of Todd Wike
Thanksgiving is one of my favorite holidays – quality time with family, great food, and lots of football. I hope you and your loved ones were able to gather this year and enjoy the day as much as I did. We thought it would be fun to share some photos of our team...
Spark Meaningful Family Conversations During the Holidays
Find the right words to connect with loved ones and capture their stories.
Take Inspiration From Retirement Lifestyles Around the World
Hardly universal, retirement is colored by cultural expectations worldwide.
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season.
Weave More of What You Love Into Everyday Life
How to mindfully incorporate your favorite things in your day-to-day.
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