YOUR FINANCIAL JOURNEY
Helping You Make Better  Financial Decisions

   www.potomacfinancialpcg.com                                                                          Volume 4
7 Questions to Ask Your CPA before Year End

A 1040 income tax form. The pen obscures the year to add to the image usefulness. Note Slight graininess, best at smaller sizes
Given the complex tax situation many high-income earners face, start planning in the fall while there is still time to make adjustments. These seven questions can help you spot problem areas and better understand the services you may need.
 
Caring for Your Aging Parents

Young hand holding an elderly woman s hand
With 10,000 baby boomers turning 65 every day in the United States, the need to plan for the long-term needs of the aging population has never been greater. Increasingly, middle-aged adults find themselves caring for elderly parents as well as children-and sometimes grandchildren-of their own. Without the proper strategy, this caretaking burden can lead to undue emotional and financial stress. 
Oxana Harris and Ryan Kellinger Join PFPCG

Ryan Kellinger
Oxana Harris
Two new Client Services Assistants joined our team this summer. Ryan Kellinger is a recent graduate of Virginia Tech with a BS in Finance and Oxana holds a BA in International Affairs from The George Washington University. Please help us welcome them to the PFPCG team. You can read their bios here .

Steven E. Richardson Earns
FIVE STAR Wealth Manager Award*
  
President, Steven E. Richardson, CPA, MBA, CFP®, CRPS® has been named a 2016 Five Star Wealth Manager by Five Star Professional. Less than 2% of wealth managers in the DC region w ere named to the list.  

 

Upcoming Lunch and Learn Webinar

NOVEMBER 17 Where Will You Retire?  Deciding To Retire In Place, Buy a Second Home or Relocate? 
Dee Cascio, LPC, LMFT, BCC

Please see our webpage for more information. 

Potomac Financial Private Client Group | 703-891-9960 | [email protected] | www.potomacfinancialpcg.com


Securities and  advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a registered Investment Adviser. Fixed products and services offered by Potomac Private Client Group, LLC are separate and unrelated to Commonwealth. This informational e-mail is an advertisement, and you may opt out of receiving future e-mails. To opt out, please follow the 'Unsubscribe' instructions as indicated.

*FIVE STAR Professional Disclosure: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,665 Washington DC wealth managers were considered for the award; 207 (12 percent of candidates) were named 2016 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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