Estate & Legacy, Investment Planning
Our Blog
The Wealth Management Tax Stack
Beyond Your Finances, PDS News
2026 Annual Letter to Stakeholders
2026 Retirement Plan Contribution Changes: What You Need to Know
Estate & Legacy, Retirement, Taxes
Year-End Financial Checklist
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
Investment Planning, Retirement
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
Don’t Pay More Simply Because You Have More Money.
