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Beyond Your Finances

Your Financial Future: More Than Being Debt-Free

I was raised in a working, lower-middle class home raised by my aunt and uncle.  My uncle retired as a painter from the Defense Construction Supply Center (DCSC) and my aunt was a stay-at-home domestic goddess. As a youngster growing up, I wasn’t aware that we didn’t have much.  That notion was lost on me…

Estate & Legacy

Closure to an unsettled estate

Jamie Menges was recently interviewed by the Wall Street Journal to discuss how families sometimes struggle to close an estate of a recently deceased loved one. The experience of PDS is that this is as much about helping families who are personally mourning the loss of a loved one as it is completing a task…

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