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 0% Investment “Return”: For the first time since…
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 to retire?” review and decision was made. A…
If you are one of the thousands of employees that work for the state of Ohio or a teacher at a public school in Ohio, chances are you have a traditional state sponsored defined benefit pension plan. These retirement plans require the employee put a certain % of their gross income into the plan each…
