Viewpoints: July 2020 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 Best Quarter for Stocks in 20+ Years: …
So often as planners we focus the college education discussion on the financial considerations. At the top of that list today is debt management. Parents are concerned their children will be burdened upon graduation with so much debt that it will limit their ability to eventually “get ahead.” While this is certainly a valid concern…
Congratulations! You (or your child) is finally getting ready to graduate from The U of __________, and are ready to enter the real world. Fresh with ideas and enthusiasm, you land your first job and the future looks bright. While all of this excitement has consumed your thoughts, you have something in the back of…
