Viewpoints: August 2020 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 Unfathomable Wealth: Jeff Bezos’ personal net worth…
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 Fast Start: A 60% U.S. stock and 40%…
There are many great reasons to use Ohio’s 529 Savings Program through CollegeAdvantage, but the tax savings might be the best yet! As of January 1, 2018 the state income tax deduction has doubled from $2,000 to $4,000 per beneficiary, per year. Saving for you child’s education has other benefits for you as well: The…
So often as planners we focus the college education discussion on the financial considerations. At the top of that list today is debt management. Parents are concerned their children will be burdened upon graduation with so much debt that it will limit their ability to eventually “get ahead.” While this is certainly a valid concern…
