College children and necessary legal documents Many of the folks we work with at PDS Planning have children that go away to college each fall. We spend a lot of time preparing for the financial impact this will have, but one of the things many people don’t think about are the legal documents necessary to…
College into Full-time Job: Staying on Track Congratulations, you’ve earned your degree! From the onset of your career, it is important to have a plan for managing your finances to provide for a rewarding financial future. But where to start? In the transition from being a college student to entering the work force, it is…
Reopening Announcement We trust our PDS client families are in good health and taking time to enjoy the outdoors after the Spring pandemic limited those activities. It may have been the events of the pandemic or just overlooked in the past, but the colors of the new season appear much brighter. Enjoy! Last month we…
Viewpoints: June 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 Jobs are Coming Back, Still a Long…
Giving Back During the COVID-19 Pandemic PDS Planning established PDS CARES, a charitable fund with The Columbus Foundation, in 2015 as a way to give back to our community. PDS CARES and PDS Planning employees have given over $4,000 to COVID-19 related efforts including donations to Ronald McDonald House Charities of Central Ohio, the TCF…
Viewpoints: May 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 “Expert” Predictions: At the start of 2019,…
How to Opt-Out of Prescreened Credit & Insurance Offers Many companies that solicit new credit card accounts and insurance policies use prescreening to identify potential customers for the products they offer. Prescreened offers (sometimes called “preapproved” offers) are based on information in your credit report. Unless you “Opt-Out”, your personal information is widely shared among…
Scam Alert: COVID-19 Con artists are working overtime during these trying times. The Federal Trade Commission says coronavirus-related scams have cost Americans $13.4 million so far this year. To avoid falling prey, they recommend the following: Don’t respond to texts, emails, or calls about checks from the government Ignore online offers for vaccinations Be…
Diversification: U.S. vs. International Stocks In the midst of the current market turbulence, many of our clients are paying more attention to financial markets and their investment portfolios than they otherwise typically might. Rather than allowing headlines to influence our emotions, at PDS Planning we rely upon longer-term data and historical context to put the…
Viewpoints: April 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 Tech Titans: The top 5 stocks in…
Technology to Make Social Distancing Easier Throughout the COVID-19 crisis, many of us have discovered new ways to use technology to make social distancing easier. We recently shared how we’re adapting to Ohio’s Stay at Home Order in our “What’s Happening” blog post. Our Fall 2019 Client Education Workshop featured speaker John Diehl of Hartford…
PDS Planning’s Jamie Menges, CFP®, CPA, provides expert advice on how to use your CARES Act stimulus money, as featured on this evening’s NBC4 news broadcast and in an accompanying article. Click to play video: Click to read article: Link https://www.nbc4i.com/news/best-practices-for-how-to-use-your-stimulus-money/ Please remember that past performance may not be indicative of future results. Different types…
Market Recovery Alphabet Soup As we all continue coping with the immediate health, economic, and financial market impacts of the coronavirus pandemic, we thought it would be helpful to look forward to the eventual recovery, particularly from a financial markets perspective. Of course, we do not intend to minimize the loss of life and potential…
Coronavirus Aid, Relief, and Economic Security Act (CARES Act) Update In response to the COVID-19 pandemic, Congress passed the CARES Act to provide economic relief across the economy. While the entirety of the CARES Act is lengthy, many of the provisions in the legislation likely have a direct impact on every one of us. We…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both personally and professionally. While all of us at PDS Planning continue to follow Ohio’s “Stay…
