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Summer 2017 Newsletter

Summer 2017 Newsletter Learn about Long-Term Care Insurance and where it fits in today’s elder care.  Get the latest details on all our upcoming events and what’s happening at PDS!  All in our Summer Issue of The Planner. 2017 08 PDS Newsletter – Summer   Please remember that past performance may not be indicative of…

Beyond Your Finances, Estate & Legacy, Retirement

A Conversation for Adults

Recently, we held a wonderful client education event with the topic centered around rightsizing your living arrangements. It’s a topic no one really wants to talk about, but our experience tells us this is a topic that must be addressed. Can I stay in my home? When will I know it is time to leave…

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

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