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 »

Keeping it all together: Being organized

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  As a mother of three, I often find myself overwhelmed with a million and one things to do.  Together with my husband, Greg, we manage home, work, and church responsibilities along with various activities for our children including piano, singing, and gymnastics lessons – just to name a few.  Then add to the list,… Read more »