Money Muscle Memory

by admin | Jul 19, 2021 | Uncategorized

Does it have to remain taboo to talk about money? I think not. Women are masters of managing cash flow, but aren’t talking about investments socially. Here are some tips to start the conversation so that both you and your friends feel empowered to make informed...

Cryptocurrencies

by admin | Jul 12, 2021 | Uncategorized

Bitcoin? Ethereum? Dogecoin? “Do cryptocurrencies belong in my portfolio?”, you may ask. Join Liz Hand and Ellis Miller for a Pleasant Financial Conversation about the role cryptocurrencies should (or shouldn’t?) play as part of an investment...

Women Invest Too Conservatively

by admin | Jul 5, 2021 | Women & Money

As we think about the headwinds women face in retirement, some require legislative change which can take a while and is somewhat out of our everyday hands. But one of the factors Advisor Liz Hand recognizes is that women invest too conservatively on the average. Join...

How to Assess if Stocks Are Too Risky When I’m Nearing Retirement

by admin | Jun 28, 2021 | Retirement

When you’ve spent your whole career saving for retirement, and you see that you don’t have many years left until you flip the switch and stop working, you start feeling pretty protective of that retirement nest egg.  In this Pleasant Financial...

Roth IRAs are Money Wizardry

by admin | Jun 21, 2021 | Uncategorized

If you have done any research, talked to a financial advisor, or even chatted with a friend about how to prepare for retirement, its likely you’re familiar with Roth IRA’s.  They’re probably the most widely covered tool in the industry toolbox, and the reason is...