PDS Planning Employee Spotlight – Rita Itsell Managing Principal of PDS Planning, Rita Itsell took a nontraditional path through her educational and professional careers which have influenced how she approaches her work and relationship with her clients. Rita ultimately received her B.S. in Finance from Franklin University after nearly nine years of coursework – mostly…
The State of the Company The saying that “time passes more quickly with age” may also apply in business. PDS Planning closed our 36th year in business and has hit the ground running into year 37. Before we get too far into the new year, we would like to take time to celebrate our accomplishments…
Protect Your Personal Information As the world continues to change and evolve, so do the countless ways for scammers and fraudsters to steal personal information. Unemployment has remained an issue for many and it seems to be the new target for many fraudsters. In Ohio, “more than 44,000 of the new claims [140,444] were flagged…
Beyond Your Finances, PDS News
2021 Announcement Our past year left most of us with too much stay at home time and too little time with our family and friends. However, under the circumstances those are what helped to keep us safe and healthy, for the most part. With 2020 in the rearview mirror, we are excited to welcome 2021…
It’s official – PDS Planning, Inc. has relocated to Dublin, Ohio We are excited to announce we have finally landed in our new office at 475 Metro Pl S, Suite 460 in Dublin, Ohio. We are looking forward to having you experience our new space, however with the current COVID-19 conditions we will not be able…
Are you still trying to finalize your charitable giving for the year? Is it even more confusing when you are not sure how the new tax legislation might impact the deductibility of your gift? There is no question the new tax legislation will impact how you might treat your charitable gifts this year. For…
Most of the time when you hear about identity theft or a security breach, it is associated with a negative storyline and a series of recommended actions to protect yourself, particularly if your information was compromised. Placing a credit freeze is one of the best ways to protect your personal identity. The federal…
