The Heron
Potomac Financial Group’s Newsletter

Halloween Cinder Cake
A Halloween Cinder Cake made with crunchy Halloween Oreos topped with creamy orange sherbet, whipped cream, Oreo cookies and Halloween sprinkles. This dessert is super easy to make and a fun Halloween treat for all ages.

From the Desk of Todd Wike
I hope you and your loved ones are doing well. Although summer is coming to an end, there’s always a lot of excitement in the office during this time of year because it means that football season is officially underway. It’s no secret that several of us at PFG are...

Review RMDs, Gauge Capital Gains and Fight Fraud This Fall
Mark your calendar with important tax deadlines and market closures.

Your Year-End Tax Planning Checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.

Make Lasting Memories by Savoring Life’s Simple Joys
While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones.

Apple Crisp
Buttery brown sugar and oat topping over sweet baked apples is a heavenly dessert year round.
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