Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
Simplifying Finances: How to Clear the Financial Clutter That’s Quietly Costing You
Simplifying finances as you get ready to retire can free up mental energy for the life you actually want. Here’s a practical overview to help women create a calm, clutter-free financial life.
5 Ways to Declutter Your Financial Life This Month
Financial clutter can stop us from getting to the meaningful financial to-do items. Here are five meaningful ways to simplify your financial life and create greater clarity and confidence in the process.
Liz Hand Recognized as Kestra Financial’s 2026 NextGen Advisor
We’re honored to share a meaningful milestone for our team. Liz Hand has been named Kestra Financial’s 2026 NextGen Advisor, a distinction awarded to exceptional emerging leaders under the age of 40 who demonstrate leadership, dedication, and forward-thinking impact...
What Is a Financial Purpose Statement — and Why It Matters More Than Ever in Retirement
Learn about what a financial purpose statement is, how to go about building one, and why having a clear statement matters so much for retirement.
Reflecting on 2025: The Good We Do Together
Clinton Miller, CFP®, reflects on 2025 — celebrating client generosity and offering practical ways to carry that good forward through intentional financial planning.
Is There an Ideal Time for a Roth Conversion? A Pre-Retiree’s Guide
Learn about the potential of using lower-income years to make smart Roth conversions. Understand the strategy, timing, and benefits before full retirement.
When to Take Social Security: 4 Key Considerations for Women Nearing Retirement
Discover four key factors women should consider — including spousal and divorced benefits — before deciding on when to claim Social Security benefits.
Gray Divorce: Financial Considerations, Practical Next Steps for Women to Bounce Back
Gray divorce is rising. Learn how women over 50 can protect retirement, manage Social Security, and move forward with confidence after late-life divorce.
4 Most Common Pension Payouts & How to Decide Which Route to Take
Pensions can feel like both a blessing and a puzzle. Deciding how to access that money in retirement is big decision that sets the course of retirement income. We explore four common routes in this piece.
Investment Risk Explained — and 3 Ways to Make Sure You’re Properly Aligned
But what exactly is investment risk? And how do you know if the risk in your portfolio matches your comfort level and financial goals? We explore those questions in this piece.
Six Budget-Conscious Summer Fun Ideas for Women Nearing or in Retirement in Canton, Ohio
Stretch your dollars and savor the season with these local, low-cost adventures.
Retiring in the Next Year: 5 Things to Tackle Before the Big Day
For women within a year of retirement, here are five key, actionable financial steps to take to help with a smooth transition.