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Beyond Your Finances, Retirement

Medicare Planning Before 65: What High-Net-Worth Individuals Should Know

Medicare may begin at 65, but the financial decisions that influence its cost can begin years earlier. For high-net-worth individuals, income from Roth conversions, investment gains, retirement distributions, and other transactions may affect future premiums. Medicare planning for high-net-worth individuals often begins before age 65. Financial decisions made in the years leading up to enrollment…

Beyond Your Finances, Investment Planning, Retirement, Taxes

Why High-Net-Worth Individuals and Families Need Specialized Wealth Advisors

Building wealth is a significant accomplishment. Managing it effectively can become increasingly complex. As wealth grows, so do the financial decisions that accompany it. Investment accounts, retirement plans, business interests, tax considerations, estate planning, charitable giving, and family legacy goals often become interconnected. A decision in one area can have consequences for several others. That…

Beyond Your Finances, Retirement

The Real Cost of Staying With the Wrong Advisor

This article originally appeared as a Thought Leader feature in the Summer 2026 issue of Columbus CEO. By PDS Planning Introduction Why many people delay making a change, and what it can cost.Your advisor’s attention has slipped. Engagement is reactive. Communication has fallen off. Or life has gotten more complex than your current advisor was…

Beyond Your Finances, Our People, Retirement

Running into Retirement Revisited

At PDS Planning, we believe some of the best financial lessons come from real life experiences. Alyssa Troyer, Director of Operations and Paraplanner at PDS, recently reflected on completing her 14th half marathon while balancing life as a working mom of two young children. Her experience serves as a thoughtful reminder that both running and…

Beyond Your Finances, Our People

From Planning to Prosperity: Interview with Beth McCampbell | Wealth Management Insights

Podcast Transcript Summary Financial planning is often thought of in terms of numbers—portfolios, returns, and projections—but in reality, it’s much more personal than that. Behind every decision is a story, a goal, or a moment in life that requires clarity and confidence. In this episode of From Planning to Prosperity, we sit down with Beth…

Beyond Your Finances, PDS News

2026 Annual Letter to Stakeholders

Forty years. It was humbling to celebrate such a milestone anniversary for PDS in 2025. It is a testament to Bob Hamilton, his brother Jim, and Bob Cochran. They worked for years in service to their clients, with incredible humility, and created a reputation which our current team has been able to use to help…

Beyond Your Finances

Should You Pre-Fund Your Charitable Giving in 2025?

If you donate to charity each year, there’s an important tax change coming in 2026 that may reduce how much of your charitable giving is deductible. That’s why many families may be better off accelerating part of their multi-year charitable gifts into 2025, locking in today’s higher deduction while still supporting the same causes on…

Beyond Your Finances

Financial Planning for a Wedding: Tips from a Bride-to-Be

Planning a wedding is an exciting journey, but it can also be an overwhelming financial challenge. With just three short months until my own wedding, I know firsthand how important it is to make thoughtful decisions to keep your special day both memorable and financially responsible. Here are some key considerations to keep in mind…

Beyond Your Finances

For Business Owners: New FINCEN Requirement

EDIT posted 12/6/2024: We recently emailed clients and posted on our website regarding the new beneficial ownership information filing requirement mandated by the Corporate Transparency Act (CTA) and FinCEN. On December 3, 2024, the U.S. District Court for the Eastern District of Texas granted a nationwide preliminary injunction preventing the federal government from enforcing the…

Beyond Your Finances, Estate & Legacy, Risk Management

Caring for an Elderly Parent

Caring for an Elderly Parent Caring for your elderly parent will almost certainly come with both challenges and rewards. While complex enough in its own right, it becomes even more so when balancing the care with your own long-term goals and plans in mind. When undertaking this profound responsibility, some strategies can help provide your…

Beyond Your Finances, Market Commentary

The Case Against AUM-Based Fees

Posted: 8/20/2024 The Case Against AUM-Based Fees At PDS Planning, we believe you shouldn’t have to pay more for financial planning simply because you are worth more. Instead, we offer a flat, fixed-dollar fee that reflects our work rather than your net worth. Doing so allows us to provide you with a more effective financial…

Beyond Your Finances

Working Moms – The Juggle is Real

By: Jillian Wendling, Beth McCampbell, FPQP™, and Alyssa AndersonFrom ColumbusCEO Summer 2024 Article Whether it be a corporate ladder or a literal ladder you’re climbing every day, being a full-time working mom comes with its challenges. So, what insight can the working mothers of PDS offer? Whether you’re a new mom or a mom in…

Beyond Your Finances, Our People

What We Are Reading

Posted: 06/13/2024 At PDS Planning, we believe true wealth isn’t just about amassing money, but rather the full life we live. In our recent article, Living a Richer Life, we noted that a rich life can and should include a variety of priorities, including hobbies. That got us thinking about one of our favorite hobbies,…

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