WHAT KIND OF LIFE INSURANCE IS BEST?
If yesterday had been your last breath, your spouse would not care what kind of life insurance you had used. He or she just wonders if enough was bought to stay in his or her own world. READ MORE
WELCOME.
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Sudden Wealth
Don't let your sudden wealth become a burden.
Click on the white paper below that lets you in on how to keep the windfall a blessing.
Pleasant Financial Conversations
EVENTS
Ellis speaks on a variety of financial topics. Check back for upcoming events or contact Ellis to speak at your event.
WE WANT TO HEAR FROM YOU:
What is your biggest frustration and/or question about your finances?
Pleasant Wealth Associates has a great quarterly newsletter. Order it and read it. No one deserves to work hard for their dreams only to have them snatched away by a capricious market.
WHO WILL YOU TRUST ABOUT A TRUST?
In my work I have many financial conversations. In such conversations, a family will often show me a thick binder that contains their trust. Sometimes they cannot explain why they purchased it. They are confused... READ MORE
POSITIVE PLANNING FOR TOUGH TIMES
Over a hundred years ago, Stephen Foster wrote a song entitled "Hard times come again no more." Well, apparently he was a better musician than an economist, because here we go again. READ MORE