Potomac Advisory Group

Learn the language of life insurance.

Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.

How much is enough for your emergency fund?

Your Emergency Fund: How Much Is Enough? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

How long will your retirement money last with regular withdrawals? Have you run the numbers?

A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.

If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.

Stay Safe with a B.O.P. At Your Back Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.

Monthly Market Insights | March 2024 Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates.

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.

Tax freedom day: the day you begin earning money for yourself.

Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

Your ideal may differ from reality, but we can work together to better align the two.

RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two?

How will your investments weather the ups and downs of the business cycle?

The Business Cycle How will you weather the ups and downs of the business cycle?

Here are 5 facts about Social Security you absolutely need to know.

Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.

Sector investing may present an opportunity — if you do your homework.

The Utility of Sector Investing Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

If you'd like to participate in emerging markets, what are your options?

Emerging Market Opportunities What are your options for investing in emerging markets?

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Once Upon a Goal Do you know how to set up your financial goals for success? This knight does.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

January's markets saw modest gains thanks to positive economic data and upbeat Q4 corporate reports which helped support prices.

Monthly Market Insights | February 2024 The Dow Jones Industrial Average advanced 1.22 percent, while the Standard & Poor's (S&P) 500 Index gained 1.59 percent. The Nasdaq Composite, which led throughout 2023, rose 1.02 percent.1

Thinking about a prepaid debit card? Consider the pros and cons.

Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card.

changes everything, including your needs. Here are some things to look out for

Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What's My 2023 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Consider preparing for 30 years in retirement. Are your assets ready?

Potential Income from an IRA Estimate your monthly and annual income from various IRA types.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Emotional vs. Strategic Decisions Information vs. instinct. Are your choices based on evidence of emotion?

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

If you died, what would happen to your email archives, social profiles, and online accounts?

Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.