Investment Planning, Retirement, Risk Management
Open Enrollment is Here! Is an HSA Right for You? Choosing a health plan to ensure adequate health coverage can be one of the most important decisions made all year. One option becoming more popular is the Health Savings Accounts. A Health Savings Account (HSA) is a tax advantaged account available to any persons with…
The FAFSA for 2021-2022 The cost of a college education has been growing some 6%-8% per year and with costs expected to continue on their trajectory, completing the FAFSA can be extremely important for many families. FAFSA stands for Free Application for Federal Student Aid and is necessary to complete to receive any federal student…
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…
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 Let’s Not Make it Two: The S&P 500…
Well, it’s finally here. We’ve been hearing about tax reform for a long time and now it is headed to President Trump’s desk for signature. To fully digest this new information will take months as interpretations get ironed out. Today’s commentary is designed to cover more pressing considerations as it relates to 2017 and steps…
Originally published November 25, 2015 Rita Itsell featured in the Wall Street Journal PDS feels very blessed to have opportunities to share our stories with broader audiences, in hopes that it helps them simplify a complex problem. In this most recent opportunity, as featured in the Wall Street Journal, PDS Planning’s Managing Principal, Rita Itsell…
Beyond Your Finances, PDS News
Originally published January 6, 2015 Simplify The Purpose Statement at PDS Planning is “To eliminate the stress associated with planning and attaining a richer, fuller life.” Financial planning should be simple. For you, not us. Our happiest clients are the ones who have found that our guidance has allowed them to maintain focus on the…
