It’s for Your Death – Not Your Life

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A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the differences in life insurance.   Spring 2000 – I sat at my desk, an aspiring CPA if there is such a thing. Bored out of my mind. It’s not that I didn’t work with great people, or for a great firm, but the work… Read more »

September 2018 Market Commentary

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  We just surpassed a major milestone for the domestic stock market!  This current bull market is now the longest in history, depending on who you ask.  Bull markets generally occur when the stock market realizes a 20% or more gain without a corresponding 20% loss.  Bear markets, on the other hand, are characterized by… Read more »

Keeping it all together: Being organized

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  As a mother of three, I often find myself overwhelmed with a million and one things to do.  Together with my husband, Greg, we manage home, work, and church responsibilities along with various activities for our children including piano, singing, and gymnastics lessons – just to name a few.  Then add to the list,… Read more »

One Size Does Not Fit All – The Mommy Myth

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When a working woman decides to start a family, there is likely the nagging question of “should I stay home with my child or should I go back to work?”  Of course, financial circumstances will be a huge consideration in making such a decision.  Career ambitions may also play a part.  Where you are now… Read more »

August 2018 Viewpoints

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Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others.   Economic and Investment News Bits Longest Bull Market (almost):  The S&P 500… Read more »