Spring 2017 Newsletter

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Get the latest details on our recent client workshop and upcoming summer events!  Find a link to our quarterly investment webcast from April, learn a little more about just how big Amazon really is and more.  We hope you enjoy our Spring Issue of The Planner. PDS Planning Spring Quarterly Newsletter  

Planning a Rewarding Retirement, Part 2: Can I Afford to Retire?

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This is the second in a series of articles on preparing for retirement, in which I consider the question we all ask:  “Can I afford to retire?”.  Future articles will deal with converting my retirement plan from one of accumulation to one of distribution, health insurance, Social Security planning, investments, eventual downsizing and/or re-locating, and… Read more »

Winter 2017 Newsletter

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Meet the newest addition to the PDS Family, Luca Edward Brown; Volunteers of the Year, Tom & Judy Skinner, and more in the newest edition of The Planner! 2017 PDS Planning Winter Newsletter