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...

April 2024

by elizabeth | Apr 5, 2024 | Insight Series

A-ha Moments with Liz Hand, CFP® April’s conversation focuses on A-ha Moments with Pleasant Wealth advisor Liz Hand, CFP®. In addition to serving our clients as a financial advisor, Liz is a trained Life Coach. Liz has her own YouTube Channel where she covers...

Three Misconceptions About Retirement: A Realistic Outlook

by elizabeth | Apr 4, 2024 | Retirement

Retirement often conjures images of carefree days spent lounging on sandy beaches or leisurely cruising on boats, but the reality is far more nuanced. In this piece, and the accompanying YouTube video on her Channel, Liz Hand, CFP®, dives into three common...

Four Ways We’ve Helped Clients Save Money on Taxes

by elizabeth | Apr 2, 2024 | Taxes

I love tax season; it really is the best time of year. Don’t get me wrong, it’s not that I like paying taxes. But there’s just so much good stuff happening right now. Warblers are migrating north, Trout are biting after a long winter, and Turkeys are gobbling...