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…
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 Paycheck to Paycheck: 51% of working adults could…
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 More Debt than Equity: As of 12/31/17, the…
Economic and Investment News Bits In the last 50 years, the S&P 500 has experienced declines of at least 10% on 25 occasions, roughly every 24 months on average. The most recent of the 25 declines occurred on February 11, 2016, or 19 months ago. Americans gave $390 billion to charity in 2016. Giving from…
The fourth in a series of articles My original intent was to retire when I turned 70. However, as I noted in Part 2 of this series, the realization that “it’s time” bumped up my retirement to this fall, when I turn 67. Thus the mental switch was flipped. Then the “Can I afford…
