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Your Financial Journey
Helping You Make Better Financial Decisions
Volume 24
Market Thoughts for January 2022
Brad McMillan, Managing Principal, CIO
Commonwealth Financial Network

Click here for the latest Market Update. Brad McMillan recaps the latest market and economic news. With consumer confidence numbers bouncing back, and consumer spending growing, could there be risks ahead? Listen in to find out!

2022 Key Financial Data
The 2022 Key Financial Data reference card, which offers all the new numbers affecting taxes, health savings, Medicare, retirement, college planning, and more. This guide presents these numbers in simple calculation tables to help you estimate and manage your tax bill. If you would prefer a hard copy of the card, please email your request to amy@potomacfinancialpcg.com.
Tax Preparation Resources
Your 1099 Form Will Arrive Soon

The IRS tax form mailing date for most non-retirement 1099 tax forms is February 12. As in past years, National Financial Services LLC (NFS) has applied for and received a mailing extension from the IRS that will permit the generation of some non-retirement 1099 tax documents after February 12, but no later than March 5. Click Here to view key Tax Form Mailing dates to learn when your tax forms will be ready to view online in Investor360°® .
Potomac Financial Private Client Group | 11130 Sunrise Valley Drive, Suite 130, Reston, VA 20191
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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. 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.