Retiring in the Next Year: 5 Things to Tackle Before the Big Day

by elizabeth | May 28, 2025 | Retirement, Women in Financial Transition

As a financial advisor dedicated to empowering women approaching or already in retirement, I understand that this phase is about more than just numbers—it’s about confidence, clarity, and ease. At Pleasant Wealth, we believe that thoughtful planning can help you...

May 2025

by elizabeth | May 15, 2025 | Insight Series

Planting the Seeds of Money-Conscious Money Habits The May 2025 edition of The Insight Series takes us to the idea of life’s soil, as we explore the concept of “planting” with our money.  We’re closely aligning with nature’s cues throughout the 2025 season of...

Taking Account of Resources: Rethinking Our Retirement Spending Mindset

by elizabeth | May 1, 2025 | Retirement

As a rule of thumb, I like to push back on retirement rules of thumb (or whatever the plural of ‘rule of thumb’ is).  Withdraw this percentage of your investments. Take Social Security at this age. Spend this portion of your working years’ expenses.  Don’t...

April 2025

by elizabeth | Apr 16, 2025 | Insight Series

Preparing a Plan by Taking Account, Understanding Our Resources Our April conversation centers around the idea of resources, specifically how we can better understand what we have before we begin to plan.  Have you ever realized you were out of a critical ingredient...

Paying Down Debt vs. Investing More: Choosing the Best Path as a Woman Nearing or in Retirement

by elizabeth | Mar 25, 2025 | Women & Money

As we near Tax Day for 2025, it’s the time of year when some folks are getting what they may consider a “bonus payday”: a refund from the IRS. Whether it’s a tax refund, a work bonus, or a pay raise, these moments involving an influx of additional money can prompt a...