Our Blog
Should You Pre-Fund Your Charitable Giving in 2025?
Year-End Capital Gain Distributions: Why You Might Owe Taxes on Investments You Didn’t Sell
How Updated 529 Plan Rules Can Improve Your Education Savings Strategy
Dublin Food Pantry Wins the PDS Planning 40th Anniversary Campaign
November 2025 Market Commentary
PDS Planning Employee Spotlight – Tad Herrington
Viewpoints: October 2025
October 2025 Market Commentary
Capital Reserves: Our Time-Tested Approach to Retirement Peace of Mind
Kevin M. Doll – Meritorious Service Award
Viewpoints: September 2025
September 2025 Market Commentary
PDS Planning Employee Spotlight – Josh Underhill
Viewpoints: August 2025
Don’t Pay More Simply Because You Have More Money.
