Closure to an unsettled estate

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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… Read more »

New limits in 2015!

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As 2014 draws to a close, it’s time to give consideration to your retirement savings for 2015. The IRS has increased several of the retirement saving limits for individuals. Here are just a few of the basic ones for your reference. 2014 2015 Elective deferrals – 401(k), 403(b), and most 457 plans $17,500 $18,000 Catch-up… Read more »

The Truth is Usually in the Middle, Somewhere

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If you Google “stock market articles today”, you’ll have 114 million choices to choose from! That probably does not include all the social media platforms or the 24/7 business and financial TV channels that you can stream on the internet today. We can all agree that is a lot of information to filter. Where do… Read more »

Last Second Tax Planning Strategies

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It’s that time of year again, the time when we all work hard, get our last minute shopping done, attend countless social events and prepare ourselves for another New Year right around the corner. Before you finish up 2014 though, take a moment to consider some year-end tax planning ideas. Roth IRA Conversion It’s a… Read more »

Will it be 17 in a row?

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Historically, mid-term elections have served as reflection points for stocks. Regardless of the outcome, stocks have rallied before the election in the second half of October, and the rally has continued through the following year. The S&P has not declined after a mid-term election since 1946, and the average 12-month increase has been about 16%…. Read more »