Charitable Giving: Year-End Giving Tips

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  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 some,… Read more »

Free Credit Freeze

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  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 government… Read more »

PDS Planning Welcomes: Tom Ellison

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We are very pleased to announce that Tom Ellison has joined the PDS Planning team. Tom comes to us after fourteen years with Chase Bank and J.P. Morgan Private Bank, where he provided wealth management services to individuals, business owners, corporate executives, retirees, and trust clients. Tom graduated Westerville North High School, earned his Business… Read more »