At PDS Planning, Our approach revolves around your goals and how we can help you accomplish your vision for the future. It also includes ongoing education about what we see happening in the investment markets and how it might impact you. Our blog includes regular updates on industry trends, market updates, and news about life…
Beyond Your Finances, Education Planning, Estate Planning, Market Commentary, Retirement, Taxes
Year-End Financial Checklist Looking at your year-end financial checklist now allows you and your financial advisor time to review and assess the progress made on goals set at the start of the year, while still having time before the end of the year to make adjustments if needed. With this timeline in mind, here are…
Beyond Your Finances, Retirement
Why You REALLY Need a Financial Advisor A financial advisor’s mission is to close the gap between where you are financially and where you’d like to be. Whether you need an advisor or to what extent depends on a variety of factors, including the complexity of your finances, how comfortable you are managing your own…
Beyond Your Finances, Education Planning
By Kevin Doll, CFP® 5 Things To Know About The Student Debt Relief Program As you likely have heard, on August 24th, the Biden Administration announced a three-part student loan debt relief program. The aim of the program is to help working and middle-class federal student loan borrower’s transition back to regular payments as pandemic-related…
It’s the unofficial end of summer for kids and parents alike as everyone prepares for back to school. Please help us in wishing the best for all teachers and students, whether it’s their first year or thirtieth – especially our very own PDS Planning parents and students. Pictures courtesy of Jamie Menges, Jimmy Rogers, Kurt…
Beyond Your Finances, Market Commentary
Why Planning Matters by Jamie Menges CFP®, CPA Shareholder, Wealth Manager “True wealth is wanting what you already have.” After hearing this statement the other day, I have been thinking a lot about what it means and engaging clients in conversations about it every day. I keep unpacking it from multiple angles. Is it suggesting…
You’re Invited to Beautyview Gardens 2022 From the desk of PDS Planning co-founder and long-time friend, Bob Cochran and his wife, Susan. Beautyview Gardens in Columbus, Ohio is a registered display garden of the American Daylily Society. Our gardens offer a spectacular display of colors, shapes, and sizes. We feature many hardy plants from Ohio…
PDS Planning Internship Program Since 1985, PDS Planning has sought to eliminate the stress often associated with financial planning. We understand that our work goes beyond business and has a personal impact on families and their legacies. Our team of forward-thinking leaders, expert planners, and staff approach financial decisions the same way we approach investing…
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 planning experience that eliminates sales-based advice and…
Celebrating Jim Hamilton “For us, it’s not about that he worked here, it’s about who he is.” PDS Planning Managing Principal and Wealth Manager, Rita Itsell explains why celebrating Jim Hamilton and his induction into the Ohio Basketball Hall of Fame is so important to the team. Described as immediately likable and impactful in every…
Beyond Your Finances, Market Commentary
By Drew Potosky, CFP® On Interest Rates An interest rate is a percentage assigned by the lender and charged to the borrower. A simple Google search of “interest rates” mostly returns information on current mortgage rates. For many people – based on Google search results – mortgage rates are the first thought when it comes…
Beyond Your Finances, Market Commentary
What is Inflation and What are Common Responses? The news cycle can spit out new and exciting headlines faster than they can be printed resulting in some information being overlooked or missed. Financial news is no different. Even still, it comes as no surprise to many that inflation has withstood the churning and remained headline…
Your records hold some of your most valuable and private information, including social security numbers, health and financial information, and property records. Because too much paper can cause stress and disorganization, it is important to be clear about what you need to keep and for how long, and what can be destroyed. Every financial decision…
Gratitude Month The Foundation of Abundance “Acknowledging the good that you already have in your life is the foundation for all abundance.” – Eckhart Tolle At PDS Planning, we have the privilege each day to come to work, surrounded by good people dedicated to serving our wonderful clients. While we will not pretend the past 18 months…
Tips For Preventing Cyber Fraud This checklist summarizes common cyber fraud prevention tactics, including tips and best practices. You may be following some of these recommendations now, while others may be new. In addition to prevention tips, we also include actions to take if you suspect that your personal information has been compromised. Follow general…
