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Beyond Your Finances

Working Moms – The Juggle is Real

By: Jillian Wendling, Beth McCampbell, FPQP™, and Alyssa AndersonFrom ColumbusCEO Summer 2024 Article Whether it be a corporate ladder or a literal ladder you’re climbing every day, being a full-time working mom comes with its challenges. So, what insight can the working mothers of PDS offer? Whether you’re a new mom or a mom in…

PDS Experience

All Financial Advisors Are Not Created Equal

Recently featured in the July edition of the Columbus CEO magazine as the Thought Leader of the Month, Jamie P. Menges, CFP®, CPA, talks through tips to help identify real financial advisors. When we visit a doctor, we expect to receive advice from a real doctor, not someone simply calling themselves a doctor. They are…

Don’t Pay More Simply Because You Have More Money.