Estate Planning, Retirement, Taxes
Our Blog
Should You Pre-Fund Your Charitable Giving in 2025?
Year-End Capital Gain Distributions: Why You Might Owe Taxes on Investments You Didn’t Sell
How Updated 529 Plan Rules Can Improve Your Education Savings Strategy
Dublin Food Pantry Wins the PDS Planning 40th Anniversary Campaign
PDS Planning Employee Spotlight – Tad Herrington
Capital Reserves: Our Time-Tested Approach to Retirement Peace of Mind
Kevin M. Doll – Meritorious Service Award
PDS Planning Employee Spotlight – Josh Underhill
Permission to Spend in Retirement
Important Tax Law Changes – One Big Beautiful Bill Act
PDS Planning Recognized as One of Ohio’s Most Generous Companies
Dublin Food Pantry
Stop the Suffering
A Kid Again
Don’t Pay More Simply Because You Have More Money.
