Six Budget-Conscious Summer Fun Ideas for Women Nearing or in Retirement in Canton, Ohio

by elizabeth | Jun 30, 2025 | Money Tips

Summer in Northeast Ohio is full of opportunity, and you don’t need to spend a fortune to enjoy it.  If you’re a woman nearing or in retirement, you may be looking for ways to stay active, connected, and inspired without breaking your budget. At Pleasant Wealth, we...

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by elizabeth | Jun 16, 2025 | Insight Series

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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...

Protected: May 2025

by elizabeth | May 15, 2025 | Insight Series

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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...