Happy Valentine’s Day

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While Valentine’s Day may be considered by some to be just another “Hallmark Holiday”, it actually has its roots in historical traditions based on love and devotion.  From all of us at PDS Planning, Happy Valentine’s Day! Valentine’s Day is based on an ancient Roman pagan ritual.  Every February, the Romans celebrated the feast of… Read more »

Living a Rewarding Retirement: Make a Difference

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  “Some people make more than a career out of their work.  They make a difference.” It’s been more than a year since I retired from my position as Portfolio Manager and Chief Compliance Officer with PDS Planning in Columbus, Ohio.  One of the many retirement cards I received from clients and colleagues contained the… Read more »

It’s for Your Death – Not Your Life

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A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the differences in life insurance.   Spring 2000 – I sat at my desk, an aspiring CPA if there is such a thing. Bored out of my mind. It’s not that I didn’t work with great people, or for a great firm, but the work… Read more »