Beyond Your Finances, Education Planning
College Students: Financial Checklist & Survival Guide The college experience in the time of COVID-19 is sure to be unlike any other semester. In our August edition of Viewpoints, we shared how college and university campuses are preparing for the return of students for the fall semester. Continuing on that topic, we wanted to share…
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…
College children and necessary legal documents Many of the folks we work with at PDS Planning have children that go away to college each fall. We spend a lot of time preparing for the financial impact this will have, but one of the things many people don’t think about are the legal documents necessary to…
College into Full-time Job: Staying on Track Congratulations, you’ve earned your degree! From the onset of your career, it is important to have a plan for managing your finances to provide for a rewarding financial future. But where to start? In the transition from being a college student to entering the work force, it is…
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 Gridlock is Good?: Over the last 80 years,…
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 “Black Friday”? How about “Black 2017”?: The S&P…
Economic and Investment News Bits So goes Jan, Feb, Mar, April, May, June and July: Only the 4th calendar year in history (since 1926) that the first seven months of the year were all positive for the S&P 500 Index. (Source: BlackRock) The worst performing month for the S&P 500 has been August, suffering an…
