A Glass Half Full: Supporting the 5KforJK to Find A Cure for Parkinson’s Disease In 2015, PDS established PDS Cares, a charitable fund with the Columbus Foundation through which PDS matches employees’ financial contributions to organizations of their choice. PDS Cares was created to allow our team to increase the well-being of the communities we…
A few years ago, PDS Planning had the opportunity to volunteer at The Ronald McDonald House Charities of Central Ohio through their Team Cuisine program. Making and serving breakfast as a team at the nation’s second largest RMHC was inspiring, to say the least! On behalf of the whole PDS team, Jamie Menges, CFP®, CPA,…
Behind the Scenes at PDS Planning When first walking through the glass doors of the PDS Planning office, you’re immediately greeted with unique artwork, refreshing décor, and of course, smiling faces. Though many would immediately assume this eye-catching space was perfectly pieced together with the help of an IKEA or Arhaus shopping list, the reality…
Originally published April 2, 2021 Columbus Business First Recognizes PDS Planning Columbus Business First, in its annual rankings of Fee-Only Financial Planners, once again recognizes PDS Planning. Business First ranks firms by size, based on assets under management. PDS ranked #9 in central Ohio with over $941 million dollars under management. Though PDS is…
PDS Planning, a fee-only financial planning firm in Columbus, Ohio is pleased to announce it has been named 46th fastest growing registered investment advisory firm in the United States. This ranking comes in the recent edition of Financial Advisor Magazine’s 2021 Top 50 Fastest Growing RIAs. “Being recognized by Financial Advisor Magazine as one…
Memorial Day 2021 Memorial Day is coming up on Monday, May 31st and, because of cookouts, warmer weather, and the long weekend, it’s generally highly anticipated and marked as the unofficial start to summer. It comes this year just days before all Ohio Covid health orders are removed and after the CDC has already stated…
Happy Mother’s Day! The 2nd Sunday in May we take the time to honor mothers everywhere. Especially during these uncertain times, we would like to remind everyone to celebrate this important holiday not only this Sunday, May 9th, but continuously throughout the year by showering the mothers in your life with love and care. We…
2020 Tax Filing Deadline Extended In case you have been hearing mixed information related to the upcoming IRS tax deadline, we would like to provide clarity on the subject with information directly from the IRS. The deadline to make a 2020 tax year contribution to a Traditional IRA or Roth IRA has been extended to…
PDS Recognized Locally PDS Planning is proud to be named to the 2020 Columbus Business First Corporate Citizenship Top 100 list. PDS came in as the 8th smallest company on the list of 100, making the accomplishment a true testament of the spirit of philanthropy that permeates the company and each of its employees. To…
We are thrilled to announce a new addition to the PDS Planning Team! Kyle Euton has joined as a Portfolio Manager. In this role, Kyle works with Kurt and Drew as part of the Investment team to provide ongoing research, portfolio management, and client service. Kyle comes to us with over 10 years of financial…
Remembering 9/11 The events of September 11th, 2001 forever changed the world. On that fateful day, 2,977 people were killed including first responders trying to save others. Shortly thereafter, a bill was introduced to proclaim September 11th as “Patriot Day”, a national day of mourning. That bill was approved by all members of the U.S.…
Beyond Your Finances, Education Planning
College Students: Financial Checklist & Survival Guide The college experience in the time of COVID-19 is sure to be unlike any other semester. In our August edition of Viewpoints, we shared how college and university campuses are preparing for the return of students for the fall semester. Continuing on that topic, we wanted to share…
Viewpoints: August 2020 Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. Economic and Investment News Bits Unfathomable Wealth: Jeff Bezos’ personal net worth…
How to Avoid Probate What if your hard-earned savings did not make its way to your intended recipient(s) upon your passing? As we mentioned in a previous post, it’s worse than lost luggage. While a will is a good start for estate planning, it typically is not enough to avoid the costly, time-consuming, and public…
Stress & Happiness During these unprecedented times, many of us are struggling with stress, anxiety, and feelings of unhappiness. According to a recent survey by Gallup, the percentage of U.S. adults who consider themselves to be “thriving” has dropped to 46.4%, nearly 10% lower than the previous year’s survey results, and matching the low point…
