PDS Planning, Inc.

08/27/2026

Meaningful wealth transfer is ultimately about people.

For many families, wealth can create opportunities, support future generations, preserve values, and strengthen relationships. That might mean helping a child purchase a first home, funding education for grandchildren, supporting an entrepreneurial venture, or establishing a tradition of charitable giving.

The right strategy starts with understanding what you want your wealth to make possible for the people and causes that matter most.

Learn more about thoughtful wealth transfer planning: pdsplanning.com/wealth-transfer-strategies-high-net-worth-families

08/24/2026

Medicare may begin at 65, but some of the financial decisions that affect its cost can happen years earlier.

Roth conversions, investment gains, retirement distributions and other taxable events may influence future Medicare premiums. That does not mean Medicare costs should drive every financial decision. It means they should be considered alongside taxes, investments, retirement income and your broader financial plan.

If you are approaching retirement, understanding these tradeoffs early can help you make more informed decisions.

Learn how Medicare, IRMAA, income, Roth conversions, HSAs and retirement timing can intersect for high-net-worth individuals approaching age 65.

08/21/2026

Fee structure is one factor. Planning depth, team continuity, and firm longevity matter just as much.

This comparison covers all of them.
pdsplanning.com/comparison-chart

08/18/2026

Financial planning doesn't happen once a year.

Our newsletter delivers thoughtful insights on investing, taxes, retirement, and planning throughout the year, helping you stay informed as your financial life evolves.

Subscribe here: pdsplanning.com/subscribe/

08/14/2026

Thank you to everyone who joined us for our annual PDS Client Appreciation event at the Columbus Clippers!

After a rainy week, we were grateful for a summer evening at the ballpark with so many of our clients and families. There was plenty of baseball, ballpark snacks, and good company, even if the rain did make a late appearance.

We always enjoy the opportunity to spend time together outside the office. Thanks for coming out and making it another memorable night!

08/12/2026

Strong earnings continue to give equity markets momentum, even as inflation, interest rates, energy prices, and geopolitical headlines create plenty of uncertainty.

In our August Market Commentary, Drew looks at expanding market breadth in the U.S., continued strength internationally, and why bonds have faced a much different environment so far this year.

As always, today’s headlines and tomorrow’s reality are seldom the same.

Little has changed in the cycle of headlines over the last few months. Oil and gas prices continue to spike and plummet as the War in Iran slows down and picks up. Inflation and interest rates are still a sticking point, especially as the FOMC welcomes Kevin Warsh in to lead the group. Artificial in...

08/10/2026

Your financial plan should evolve as your life does.

Career changes, retirement, business ownership, inheritance, and changing tax laws can all impact your strategy. A plan that worked five years ago may not be the right plan today.

08/08/2026

Most people don't wake up one day and decide to switch advisors.

Instead, they begin asking questions.

Are we getting proactive planning? Do we understand what we're paying? Is our advisor helping us navigate the decisions that matter most?

If you've been wondering whether your current relationship still fits, knowing what questions to ask is a good place to start. pdsplanning.com/a-better-fit

08/07/2026

Retirement planning isn’t just about 𝙝𝙖𝙫𝙞𝙣𝙜 𝙚𝙣𝙤𝙪𝙜𝙝. It’s about feeling 𝙘𝙤𝙣𝙛𝙞𝙙𝙚𝙣𝙩 𝙚𝙣𝙤𝙪𝙜𝙝 to enjoy what you’ve built.

Our latest article explores why the transition from saving to spending can be harder than expected, and how a thoughtful plan can help.

🔗 https://tinyurl.com/5fdmyfwf

08/05/2026

A new savings option for children is generating a lot of questions.

We break down the basics, including eligibility, contribution rules, and how these accounts compare to other savings options.

Learn how Trump Accounts work, who qualifies, contribution limits, tax rules, and how they compare to 529 plans and Roth IRAs. Discover whether a Trump Account fits your family's financial plan.