The Heron
Potomac Financial Group’s Newsletter
From the Desk of Todd Wike
Patience, wisdom, and courage
Visualize your future
A tailored financial plan can help you achieve the unique future you have in mind.
Turn IRA assets into charitable contributions
New legislation may affect your philanthropic strategy.
Rearview to Windshield, December 2023
A market update by David Wagner from Aptus Capital Advisors
Make your final tax saving moves before Dec 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Sheet-Pan Eggs with Spinach & Ham
Making a big batch of eggs has never been easier with this one-pan oven-baked eggs recipe. Whether you are making brunch for a crowd or just want to meal-prep healthy breakfasts for the week, you’ll have 12 servings ready in just 45 minutes.
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