• Navigating Financial Transitions: Supporting Our Federal Workforce Community in 2025

    Nov 25, 2025

    While the federal government shutdown is officially behind us, the financial implications will be felt by our clients for quite some time. At Potomac Bank Trust & Wealth, our client base is deeply rooted in federal service. Whether you've chosen an early retirement package or endured a job loss or extended furlough, we want to offer helpful guidance to help you meet the moment—and meet your obligations—during this challenging time.Full Story

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  • Facing Widowhood Part Two: Navigating the Financial Path Forward After Loss

    Nov 19, 2025

    In the weeks and months following the loss of a spouse, grief doesn't follow a timeline. Neither do the financial decisions that demand your attention. My colleague Vicky, whose story we shared in part one of this blog series earlier in the month, remembers those early days as a fog of paperwork, phone calls, and decisions that felt impossible to make while mourning. Full Story

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  • Facing Widowhood: Finding the Financial and Emotional Resources to Forge Ahead

    Nov 19, 2025

    Five years ago, my colleague Vicky’s life changed overnight when her husband received a terminal cancer diagnosis. The family quickly realized that the financial plans they had made, assuming they'd have years ahead of them, would need to be reconsidered entirely.Full Story

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  • Are You Prepared for Life's Curveballs? Take Our Estate Planning Quiz!

    Oct 23, 2025

    October is National Financial Planning Month, which also includes Estate Planning. At BCT Wealth Advisors, we see this as the perfect time to ask yourself an important question: Am I truly prepared for the unexpected? Estate planning isn't just about assets and paperwork; it's about protecting the people you love and making sure your wishes are honored when it matters most. Yet it's also one of those tasks many of us put off, thinking we have more time or that it doesn't apply to us yet.Full Story

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  • Why You Should Consider a Roth Conversion and What to Watch Out For

    Sep 25, 2025

    When it comes to retirement planning, minimizing taxes is just as important as maximizing returns. One tax-smart strategy worth considering — especially in today’s relatively low tax environment — is the Roth conversion.Full Story

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