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Blog

A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Patrick Lee | Sep 1, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A row of houses along a canal
Patrick Lee | Aug 31, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
Hand holding a bill with a red "Past Due" stamp on it
Patrick Lee | Aug 28, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Patrick Lee | Aug 25, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Person writing a list in a notebook
Patrick Lee | Aug 24, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Man sitting on a park bench and working on a laptop
Patrick Lee | Aug 21, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Two people at work high fiving at a desk
Patrick Lee | Aug 18, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Man sitting on bench in park
Patrick Lee | Aug 17, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Woman with graduation cap looking at the sky
Patrick Lee | Aug 14, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Two women meeting in an office space.
Patrick Lee | Aug 11, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
PDL Financial Services | Jun 20, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
Parent reading a book to their newborn child
PDL Financial Services | Jun 20, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More

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Office

9330 Lyndon B Johnson Freeway,
Suite 900,
Dallas, TX 75243

Contact Info

P | 214-458-0573
E | patrick@pdlfinancialservices.com

         

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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