This is the first in a series of articles on preparing for retirement. The next few will deal with what retirement looks like – what I will do as I enter another stage of my life, Social Security planning, cash flow expectations, investments, planning for health care, eventual downsizing and/or re-locating, and other topics I…
Beyond Your Finances, Estate & Legacy, Retirement
Recently, we held a wonderful client education event with the topic centered around rightsizing your living arrangements. It’s a topic no one really wants to talk about, but our experience tells us this is a topic that must be addressed. Can I stay in my home? When will I know it is time to leave…
In 1984, Prince hit the top of the Billboard Charts with his single “When Doves Cry.” Well, if those doves were intended to be beneficiaries of his estimated $300,000,000 estate then they are surely crying now. Court documents have been filed stating Prince’s sister does “not know of the existence of a will.” Whether your…
We’ve all been there. You are the last person at the luggage carousel. There’s a lone duffle bag circling, unfortunately it is not yours. Everyone else has set out for their next stop. It’s becoming real. Your luggage is not joining you on your trip. Yes, this is bad. Your luggage did not make it…
Take a moment and think about what could happen if you were to suddenly become physically or mentally unable to handle your affairs. Young, old, single, married, in a committed relationship or not: the fact is unless you have certain documents in place, your financial and health well being could be in limbo. PDS urges…
Originally published November 25, 2015 Rita Itsell featured in the Wall Street Journal PDS feels very blessed to have opportunities to share our stories with broader audiences, in hopes that it helps them simplify a complex problem. In this most recent opportunity, as featured in the Wall Street Journal, PDS Planning’s Managing Principal, Rita Itsell…
Jamie Menges was recently interviewed by the Wall Street Journal to discuss how families sometimes struggle to close an estate of a recently deceased loved one. The experience of PDS is that this is as much about helping families who are personally mourning the loss of a loved one as it is completing a task…
