You Just Inherited a Retirement Account from a Parent. Now what?

by elizabeth | Jun 27, 2024 | Relationships & Money

You’ve heard that death and taxes are the only things certain in life. But when you inherit a retirement account from a parent, you must deal with both.  Inheritance involves emotional weight and financial complexity. It also may be a surprise windfall you hadn’t...

June 2024

by elizabeth | Jun 10, 2024 | Insight Series

Confident Decisions with Clinton Miller, CFP® As part of our three rotating themes, June’s conversation returns to Confident Decisions with financial advisor Clinton Miller, CFP®. In the initial ‘Confident Decisions’ segment, Clinton discussed...

Practice Talking about Money

by elizabeth | May 29, 2024 | Relationships & Money

Money is loaded. As in, we load money with meaning. We ask ourselves: What does it mean about me if I purchase that?  We judge others for their spending choices.  We place a hierarchy for the “haves” and “have nots” It has a sharpness to it, right? Like a...

May 2024

by elizabeth | May 10, 2024 | Insight Series

Balanced Perspectives with Clinton Miller, CFP®, and Tiffany Troyer May’s conversation is Balanced Perspectives with Pleasant Wealth advisor Clinton Miller, CFP®, and Sr. Client Services Manager Tiffany Troyer. Formerly called The Balanced (before we debuted The...

Case Study: How a Midwestern Woman Reached Her Retirement Goals

by elizabeth | Apr 24, 2024 | Women in Financial Transition

Did you know the average age of widowhood in the US is 59?  That’s right. The loss of a spouse – an indescribable, disorienting loss- is likely to happen just as couples are beginning to plan their retirement.  Do you know what’s worse? Typically, women are already at...