PDS Planning Employee Spotlight – Laurie Licata, CFP® A Wealth Planner and Certified Financial Planner™ with PDS Planning since 2008, Laurie Licata values the relationships she has built with both her colleagues and clients over the years. On a day-to-day basis, Laurie works to address any questions or concerns her clients may have and enjoys…
A recent post from Jamie on his WealthAdviceMadeSimple blog regarding potential impacts of the CFP® Board’s new code of ethics and standards of conduct. But the Commercials Are So Good! For years now, I’ve been railing about what I believe to be misleading commercials on TV from big insurance companies that talk about trust, and helping…
My three daughters have all graduated from college. Two of them are now married – and one of them made me a grandmother this past July! Our other daughter is also now comfortably living on her own. Even though it’s been a few years now, I still remember the painful transition and feeling of loss…
