Charitable Giving: Year-End Giving Tips

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  Are you still trying to finalize your charitable giving for the year? Is it even more confusing when you are not sure how the new tax legislation might impact the deductibility of your gift? There is no question the new tax legislation will impact how you might treat your charitable gifts this year.  For some,… Read more »

PDS Planning Welcomes Drew Potosky

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We are very pleased to announce that Drew Potosky has joined the PDS Planning team as an Investment Analyst.  In this role, Drew works with Kurt and Tom as part of the Investment Team to provide ongoing research, portfolio management, and client service. Drew graduated from the Fisher College of Business at The Ohio State… Read more »

Free Credit Freeze

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  Most of the time when you hear about identity theft or a security breach, it is associated with a negative storyline and a series of recommended actions to protect yourself, particularly if your information was compromised.  Placing a credit freeze is one of the best ways to protect your personal identity. The federal government… Read more »

Easy Money – It’s that Simple

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A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the value of online savings accounts.   Breaking a bad habit is hard, but not all habits are bad. I strongly recommend The Power of Habit by Charles Duhigg to reinforce how habits can be used to create successful outcomes. However, many habits, or reluctance for change… Read more »