PDS Planning Employee Spotlight – Laurie Licata, CFP® A Wealth Planner and Certified Financial Planner™ with PDS Planning since 2008, Laurie Licata values the relationships she has built with both her colleagues and clients over the years. On a day-to-day basis, Laurie works to address any questions or concerns her clients may have and enjoys…
Investment Planning, Retirement, Risk Management
Open Enrollment is Here! Is an HSA Right for You? Choosing a health plan to ensure adequate health coverage can be one of the most important decisions made all year. One option becoming more popular is the Health Savings Accounts. A Health Savings Account (HSA) is a tax advantaged account available to any persons with…
Beyond Your Finances, Estate & Legacy
Spring Cleaning: Personal & Financial Growing up the two most detested words were when my mom would announce every April that it was time to begin our “Spring Cleaning”. It meant endless hours of moving furniture and tearing our bedrooms apart to clean under and behind our beds and dressers, wiping down baseboards and…
My three daughters have all graduated from college. Two of them are now married – and one of them made me a grandmother this past July! Our other daughter is also now comfortably living on her own. Even though it’s been a few years now, I still remember the painful transition and feeling of loss…
Originally published March 29, 2016 Wedding Bells are Ringing! It is wedding season and those bells are ringing especially loud in my ears. With my oldest getting married in July and my middle daughter just engaged in February (with a 2017 wedding on the horizon), how do I financially cope?? Being so focused on paying…
I have to be honest. New Year’s is my least favorite holiday. If you’re like me, you usually struggle to stay awake until midnight and NEVER manage to stick to your New Year’s resolution after about January 15th. However, I always feel compelled to make a New Year’s resolution in spite of my dislike for…
