Beyond Your Finances, Our People
Podcast Transcript Summary Financial planning is often thought of in terms of numbers—portfolios, returns, and projections—but in reality, it’s much more personal than that. Behind every decision is a story, a goal, or a moment in life that requires clarity and confidence. In this episode of From Planning to Prosperity, we sit down with Beth…
By: Jillian Wendling, Beth McCampbell, FPQP™, and Alyssa AndersonFrom ColumbusCEO Summer 2024 Article Whether it be a corporate ladder or a literal ladder you’re climbing every day, being a full-time working mom comes with its challenges. So, what insight can the working mothers of PDS offer? Whether you’re a new mom or a mom in…
Contribution limits have been released for 2024. Make sure you update your contributions accordingly if you intend to reach the maximum by the end of the year. RETIREMENT 401(k)/403(b)/457(b): $23,000 (+500) Annual catch-up (age 50+): $7,500 (+/-0) Traditional & Roth IRAs: $7,000 (+500) Annual catch-up (age 50+): $1,000 (+/-0) Income phaseout limits to contribute directly…
PDS Planning Employee Spotlight – Beth McCampbell FPQP™ Born and raised in Ohio, Beth McCampbell is a proud alumna of The Ohio State University with a BS in Business Administration specializing in Marketing and earned her FPQP™ certification in 2019. As a Planning Analyst, Beth is the daily point of contact for clients providing assistance…
Buying Happiness I agree “money can’t buy happiness” in that just because you have more money doesn’t mean you’re going to be happier. However, I wouldn’t completely disagree with the statement either. When you spend money on a vacation you’ve always dreamed of, or buy a gift for a close friend you just know they’ll…
There are many great reasons to use Ohio’s 529 Savings Program through CollegeAdvantage, but the tax savings might be the best yet! As of January 1, 2018 the state income tax deduction has doubled from $2,000 to $4,000 per beneficiary, per year. Saving for you child’s education has other benefits for you as well: The…
As someone who is passionate about eating a balanced diet and keeping active, my ears perked up when one of our clients said they are a SilverSneakers Member. SilverSneakers is a program that has collaborated with fitness facilities to provide free gym memberships and fitness classes to older adults. What a wonderful idea! Now if…
Estate & Legacy, Market Commentary, Retirement
A recent post from Jamie at his WealthAdviceMadeSimple blog outlining the importance of fees. There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don’t spend, you get to keep. Fees matter. Especially when it comes to your money.…
