Jeremy S. Dvorak, CFP, CASL

12/21/2023

I'm sharing some thoughts on the markets including a wrap-up of 2023 and looking forward to 2024. Plus, we've included an additional feature article on the markets. You'll also find articles on visualizing your future, turning IRA contributions into charitable contributions, and final tax moves for 2023. Try Sheet Pan Eggs with Spinach and Ham for your New Year's Day brunch.

https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak-8/

11/16/2023

We have a new addition to the family this Thanksgiving! Learn if converting a traditional IRA to a Roth makes sense for everyone. Examine factors to consider when choosing where to move after retirement. Discover ways charitable giving can leave a legacy of generosity. Explore whether your business is eligible for a notable tax deduction. Make room on your Thanksgiving table for this delicious and intriguing recipe for Pennsylvania Dutch Potato Filling!

https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak/

10/30/2023

See how our PFG family has recently grown! Enjoy reading the Fall edition of Worthwhile Magazine. Use these helpful tips and reminders to focus on philanthropy this Fall. Discover how to get the most out of old electronics. Explore how to improve your financial health as a single parent. Savor the season with an easy and comforting recipe for Pumpkin Mac & Cheese!

https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak-6/

09/27/2023

September is Life Insurance Awareness Month and an important topic for our next meeting. You'll also find helpful articles on determining the best time to retire and ways to deal with the panic of inflation as retirement nears. Discover how to unplug without relaxation-induced anxiety and how to determine the value of collectibles. Don't miss the yummy fall flavors in this recipe for Creamy Butternut Squash Pasta!

https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak-5/

09/07/2023

Although not the main topic of this story, I can't help but be struck by the comments on water scarcity around the world. Hard to believe in 2023 we have AI, space travel for fun, and every smart gadget imaginable, but we still don't have a way to provide something as simple and necessary as clean water to everyone in the world. But I digress... Here is a quick recap of the markets YTD and some of the contributing factors.

www.raymondjames.com

09/01/2023

📢 Teamwork Makes the Dream Work! 🤝🚀 Exciting brainstorming session with the incredible at today's team meeting. 💼📊. It's invigorating to come together and share ideas on how we can improve our processes and service!

08/29/2023

With a daughter going off to college next year, I thought it would be helpful to share an article on financial literacy. Start discussing money with your children as early as you can, but it's never too late to start. You'll also find articles on boosting your savings, long-term care insurance, comparing SBLs and student loans to cover tuition, and executive compensation. Sophia shares another delicious recipe – a refreshing pasta salad for a late summer barbeque or healthy lunch.
https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak/

07/31/2023

Following a brief pause in June, the Federal Reserve elected to raise interest rates by 25 basis points at its July FOMC meeting. Discover what this could mean for the future of central bank monetary policy.

www.raymondjames.com

07/28/2023

Hear about the new tradition our family started on our recent summer vacation! You'll also enjoy this season's robust issue of Summer Worthwhile Magazine as well as learn valuable information on how interest rates and inflation impact pension plans. Discover ways to shield young people from online danger, protect yourself from online fraud, and explore insightful tips on tailoring your taxes for retirement. You'll also want to try this unique and flavorful recipe for Strawberry Cabernet Barbecue Sauce for your next cookout!
https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak/

06/29/2023

I am sharing a few visuals that help provide the perspective we all need about the markets. Plus, I couldn't resist providing an update on the kittens we found in our basement window in April! You'll also find articles on taking an unconventional retirement route, the connection between net worth and risk tolerance, money lessons for kids, tax tips, a recipe, and more.

https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak/

05/24/2023

You won't believe what I rescued from under my deck on Easter! This month, you'll also find the spring edition of WorthWhile magazine, articles on thriving in retirement, strategies for paying off debt and managing an unexpected tax bill. Perfect for warmer weather, don't miss the recipe for a lightened-up version of Cobb Salad.
https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak/

05/23/2023

This month, I am excited to share some fun family updates from the PFG family. You'll also find articles on making the most of a Roth IRA, giving it all away, unpacking the psychology of loss aversion, and tailoring your taxes for retirement. Don't miss the delicious recipe, Lemon Pasta Pronto.

https://potomacfinancialgroup.com/the-heron-from-jeremy-dvorak/