PDS Planning Employee Spotlight – Joel Bleskey At PDS Planning, we always seek quality, creative professionals to join our team. We are excited to introduce Joel Bleskey, our newest Associate Planner. Joel is eager to learn and grow in his new role and brings a fresh perspective to the PDS Planning team. Keep reading to…
Tax Prep vs. Tax Planning: What’s the Difference? Summertime – the days of golf outings, baseball games, and family vacations. The last thing you probably want to think about is your taxes. However, if you read our blog post last month, you are probably realizing the summer months are the perfect time to do a…
Employee Spotlight: Get to know Ali Brockman We are excited to introduce Ali Brockman as the newest addition to the PDS Planning team. Joining the planning team as a Client Service Specialist, Ali is enrolled at Franklin University and expected to graduate in May 2024. Before joining PDS Planning, Ali worked in the education industry.…
Beyond Your Finances, Estate & Legacy, Retirement, Taxes
Don’t Put Off Tomorrow What You Can Do Today – Benjamin Franklin Tax season is behind us, markets are up and summer is in full swing! It’s hard to believe we’re nearly halfway through the year, but as you drive towards the beach or that mountain getaway, it’s also a great time to take stock…
PDS Planning Financial Planning Team of Rita, Laurie, and Alyssa At PDS Planning, we are proud to have a team of forward-thinking leaders, expert planners, and staff who approach our clients’ financial decisions the same way we approach investing our money. It’s a team effort to help you achieve your financial goals. We strategically align…
What is PDS CARES At PDS Planning, we utilize financial contributions from our owners to make discretionary donations to various causes throughout the year. Engaging our staff to offer their opinions on the charitable organizations they personally endorse, not only boosts internal morale, but also fosters a philanthropic culture throughout our organization. Why Do We…
Breaking up is hard to do. The unfortunate truth is sometimes relationships just don’t work. This also applies to financial advisors. You likely entered the relationship with your financial advisor with high hopes of increasing wealth and creating financial stability. However, clients often begin to realize their own expectations and those expectations set by their…
Employee Spotlight: Get To Know Luke Babner We are excited to introduce Luke Babner as the newest addition to the PDS Planning team. Joining the planning team as a Client Relationship Manager, Luke received his Bachelor’s Degree in Finance and Business Analytics from Ohio University and is a proud Bobcat. Prior to joining PDS, Luke…
Honoring Women in Financial Services As we recognize and celebrate Women’s History Month, we thought it was a good time to reflect on the impact of women in the financial services industry, in general, and particularly, here at PDS Planning. We acknowledge that the financial services space has a reputation as being an “old boy’s…
Happy New Year and welcome to another new set of tax rules! The SECURE Act 2.0 was signed into law on December 23, 2020 as part of an omnibus budget bill for 2023. So, what does it mean for you? Another Change to Required Minimum Distributions (RMDs) Delayed from age 70.5 to age 72…
At PDS Planning, Our approach revolves around your goals and how we can help you accomplish your vision for the future. It also includes ongoing education about what we see happening in the investment markets and how it might impact you. Our blog includes regular updates on industry trends, market updates, and news about life…
Beyond Your Finances, Education Planning, Estate & Legacy, Market Commentary, Retirement, Taxes
Year-End Financial Checklist Looking at your year-end financial checklist now allows you and your financial advisor time to review and assess the progress made on goals set at the start of the year, while still having time before the end of the year to make adjustments if needed. With this timeline in mind, here are…
Why You REALLY Need a Financial Advisor A financial advisor’s mission is to close the gap between where you are financially and where you’d like to be. Whether you need an advisor or to what extent depends on a variety of factors, including the complexity of your finances, how comfortable you are managing your own…
Reports To: Partner FLSA Status: Exempt Summary The Client Relationship Manager partners with the planning team(s) to serve client relationships and actively participate in the preparation of the planning process to address retirement, risk management, estate and tax considerations. The primary responsibility of the Client Relationship Manager is to serve as a liaison between our…
Loss Harvest Trades It’s business as usual at PDS this week. While we have been enjoying photos and stories of the newest PDS family members, Drew Potosky and Beth McCampbell’s newborn sons, we’ve also been meeting with clients and helping alleviate their concerns over inflation, stock market volatility, and how it affects their ability to…
