by admin | Mar 23, 2022 | Women & Money
By: Clinton Miller, CFP ® You probably don’t need an annuity. Annuities are like housecats. They stir up a lot of controversy. Love them or hate them, they are complicated creatures, and they don’t always play nice with others. Your friend may love hers, but that...
by admin | Mar 8, 2022 | Our Philosophy, Women & Money
A universal fear of women with a portfolio size from 5 figures to 8 figures is that there might be a day when she will become a bag lady because of a poor decision today. This is not a common fear of men. It is pervasive with women. No amount of statistics-spewing or...
by admin | Jan 21, 2022 | Uncategorized
Pleasant Wealth is thrilled to share that Advisor Clinton Miller has completed the qualifications to earn the designation of Certified Financial Planner™ (CFP®). A CFP® professional has completed rigorous training, engaged in thousands of hours of personal financial...
by admin | Jan 11, 2022 | Uncategorized
We are pleased to announce that Tiffany Troyer has joined the Pleasant Wealth team as Senior Client Services Manager. She comes to us with over 20 years of experience in the financial services industry, most recently working as a Senior Registered Client Associate at...
by admin | Sep 15, 2021 | Uncategorized
It was the Swiss psychiatrist Carl Jung who first popularized the phrase “the two halves of life.” When we are young we have a different primary focus than when we are older. We change as we age. The first half, maybe up through age 45, is where we are trying...
