The American Red Cross is a humanitarian organization devoted to helping others. They are known for providing disaster relief both on a small scale and on a large scale as in the case of Hurricane Harvey. They have opened shelters and stocked them with both supplies and volunteers. In honor of our clients in…
Summer 2017 Newsletter Learn about Long-Term Care Insurance and where it fits in today’s elder care. Get the latest details on all our upcoming events and what’s happening at PDS! All in our Summer Issue of The Planner. 2017 08 PDS Newsletter – Summer Please remember that past performance may not be indicative of…
Spring 2017 Newsletter Get the latest details on our recent client workshop and upcoming summer events! Find a link to our quarterly investment webcast from April, learn a little more about just how big Amazon really is and more. We hope you enjoy our Spring Issue of The Planner. PDS Planning Spring Quarterly Newsletter …
If you are one of the thousands of employees that work for the state of Ohio or a teacher at a public school in Ohio, chances are you have a traditional state sponsored defined benefit pension plan. These retirement plans require the employee put a certain % of their gross income into the plan each…
Winter 2017 Newsletter Meet the newest addition to the PDS Family, Luca Edward Brown; Volunteers of the Year, Tom & Judy Skinner, and more in the newest edition of The Planner! 2017 PDS Planning Winter Newsletter Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees…
Published Quarterly by PDS Planning, Inc – Fall, 2016 – Volume XIII, Number 4 In This Issue: What’s Happening at PDS – Page 2 Year-End Charitable Giving – Page 2 Avoiding Identity Theft – Page 3 It’s Not One World – Page 3 Link to Quarterly Webcast – Page 3 Stat Bank – Page 4…
This is clearly not the headline most parents see when reading up on how to save for college. However, parents (or grandparents) looking to save for their children’s future college expenses have a great tool available to them with CollegeAdvantage, Ohio’s direct 529 plan. These plans allow savers to invest after tax dollars into…
Summer 2016 Newsletter COMING SOON! Our quarterly newsletter will be available in a web-friendly format. Until then, please feel free to download the PDF version from this page. Thank you. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be…
“Being Mortal: Medicine and What Matters in the End” by Atul Gawande, surgeon at Brigham and Women’s Hospital in Boston and Staff Writer for The New Yorker Premise: How can medicine not only improve life, but also the process of its ending? Dr. Gawande understands that medicine has triumphed in modern times, but…
Spring 2016 Newsletter COMING SOON! Our quarterly newsletter will be available in a web-friendly format. Until then, please feel free to download the PDF version from this page. Thank you. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be…
I was raised in a working, lower-middle class home raised by my aunt and uncle. My uncle retired as a painter from the Defense Construction Supply Center (DCSC) and my aunt was a stay-at-home domestic goddess. As a youngster growing up, I wasn’t aware that we didn’t have much. That notion was lost on me…
Congratulations! You (or your child) is finally getting ready to graduate from The U of __________, and are ready to enter the real world. Fresh with ideas and enthusiasm, you land your first job and the future looks bright. While all of this excitement has consumed your thoughts, you have something in the back of…
It’s your life. Plan for it. That’s our motto and here at PDS Planning we want you to feel prepared for the 2015 tax season. Click Here to view a simple timetable from Charles Schwab as a good reference if you would like to know when to expect your 1099.
For our final week of the PDS CARES 30 Years, 30 Gifts program, we are excited to announce that our final donation will go to Honor Flight Columbus. We are giving this donation in the name of our late client, John Gibboney, a World War II Veteran, and a U.S. Merchant Marine. Honor Flight Columbus…
PDS CARES has selected Franklinton Gardens as the 29th recipient of our 30 years, 30 Gifts program. The non-profit urban farm was nominated by Trina Brown, an employee of PDS Planning, Inc. Franklinton Gardens is dedicated to growing and sharing healthy food, creating beauty, and building community with our neighbors. The organization has grown…
