Beyond Your Finances, Estate & Legacy, Risk Management
Caring for an Elderly Parent Caring for your elderly parent will almost certainly come with both challenges and rewards. While complex enough in its own right, it becomes even more so when balancing the care with your own long-term goals and plans in mind. When undertaking this profound responsibility, some strategies can help provide your…
Posted: 9/13/2024 Health Care Costs in Retirement: What High-Net-Worth Individuals Should Know You are successful and want to preserve what you have built as you embark on your retirement. While you may have a robust investment portfolio and a clear vision for what the next phase of life looks like, it’s difficult to plan for…
Beyond Your Finances, Risk Management
By: Kevin Doll, CFP® Watching family members age is never easy but helping them with Alzheimer’s and dementia can be especially challenging financially and emotionally. The relationship and conversations will likely be changed forever and unfortunately you may be the only one who realizes it. It can be hard to maintain a tender relationship given…
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…
Tips for Preventing Fraud Cybercrime and fraud are serious threats and constant vigilance is key. While PDS plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions may…
Protect Your Personal Information As the world continues to change and evolve, so do the countless ways for scammers and fraudsters to steal personal information. Unemployment has remained an issue for many and it seems to be the new target for many fraudsters. In Ohio, “more than 44,000 of the new claims [140,444] were flagged…
Investment Planning, Retirement, Risk Management
Open Enrollment is Here! Is an HSA Right for You? Choosing a health plan to ensure adequate health coverage can be one of the most important decisions made all year. One option becoming more popular is the Health Savings Accounts. A Health Savings Account (HSA) is a tax advantaged account available to any persons with…
