Beyond Your Finances, Estate & Legacy, Retirement
Why the Best Financial Decision You Can Make Is to Slow Down Imagine this. One day you’re worrying about crop prices, property taxes, or whether your business can make payroll. A few weeks later, the proceeds from selling your land hit your bank account. Instead of a few hundred thousand dollars, your checking account now…
Beyond Your Finances, PDS News
Forty years. It was humbling to celebrate such a milestone anniversary for PDS in 2025. It is a testament to Bob Hamilton, his brother Jim, and Bob Cochran. They worked for years in service to their clients, with incredible humility, and created a reputation which our current team has been able to use to help…
Our People, PDS Experience, PDS News
How is it possible we are already embarking on our journey for 2024? We all recognize as we age time appears to speed up. Of course, this is simply the relative relationship between one year and our total years. If you are five years old, one year represents 20% of your life. If you’re 50,…
PDS Planning Employee Spotlight – Jamie Menges As a Shareholder and Wealth Manager for PDS Planning, Jamie Menges, CFP® and CPA, is responsible for managing clients, leading the firm’s marketing and business development efforts, and like any small business owner, assisting with firm strategy and day-to-day management. His work doesn’t end there, however. He is…
Annual Letter to Stakeholders Welcome to 2023! With each passing year, it seems time speeds up just a little more. Sometimes we need to slow down and appreciate all the wonderful blessings in our lives. Thus, as is customary this time of year, we are taking a moment to reflect on the happenings at PDS…
Beyond Your Finances, Market Commentary
Why Planning Matters by Jamie Menges CFP®, CPA Shareholder, Wealth Manager “True wealth is wanting what you already have.” After hearing this statement the other day, I have been thinking a lot about what it means and engaging clients in conversations about it every day. I keep unpacking it from multiple angles. Is it suggesting…
Fiduciary – it’s a term everyone is using these days. But what is it? What does it mean? Prospective clients say they want a fiduciary advisor, but oftentimes do not fully understand what it means. And about the word “advisors”, we’re throwing the term around every chance we get, almost as frequently as we talk…
Recently featured in the July edition of the Columbus CEO magazine as the Thought Leader of the Month, Jamie P. Menges, CFP®, CPA, talks through tips to help identify real financial advisors. When we visit a doctor, we expect to receive advice from a real doctor, not someone simply calling themselves a doctor. They are…
Beyond Your Finances, PDS News
Imposter Syndrome – Debunked Being a trusted advisor to our clients, I must admit from time to time I suffer from Imposter Syndrome, summarized as a condition that leads one to fear their success is a result of luck, in turn deceiving others into thinking they are more intelligent than they perceive themselves to be.…
As I get used to the new (temporary) normal, working from home each day, I’ve had the morning news shows running in the background and find myself each day stopping my work during the segment where they have a doctor on who is answering write-in questions from viewers. I’m paying attention because in many…
“This time, it’s different.” Maybe so. Our country hasn’t had to deal with a global pandemic such as the Coronavirus since before the Great Depression. So in that regard, I’ll give you that it is different this time, yet in many ways, it is the same. Remember the depths of the Great Recession in…
A recent post from Jamie on his WealthAdviceMadeSimple blog regarding potential impacts of the CFP® Board’s new code of ethics and standards of conduct. But the Commercials Are So Good! For years now, I’ve been railing about what I believe to be misleading commercials on TV from big insurance companies that talk about trust, and helping…
Estate & Legacy, Retirement, Taxes
A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the SECURE Act. Setting Every Community Up For Retirement Enhancement (SECURE) Act was recently signed into law by President Trump in December and offers a meaningful impact for retirement legislation. A more extensive overview of the law’s provisions can be found here, but for purposes…
A recent post from Jamie on his WealthAdviceMadeSimple blog helping to provide you with ‘Clarity in a complex financial world.’ Cue up the Andy Williams because It’s the Most Wonderful Time of the Year! According to the Tax Foundation, most Americans have to work nearly 4 months each year just to pay their…
Beyond Your Finances, Estate & Legacy
A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the differences in life insurance. Spring 2000 – I sat at my desk, an aspiring CPA if there is such a thing. Bored out of my mind. It’s not that I didn’t work with great people, or for a great firm, but the…
