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...

Five Facts to Know about Social Security Benefits

by elizabeth | Mar 26, 2024 | Retirement

Do you know your basic Social Security amount? Did you know you can increase the Social Security benefits you receive? Social Security provides income you can’t outlive. Retired people often rely on Social Security for around one-third of their income for 30 years or...

Insight Series – March 2024

by elizabeth | Mar 8, 2024 | Insight Series

Confident Decisions – Bird’s Eye View In January, we announced a new offering called The Insight Series. The Insight Series is a client-exclusive monthly deep-dive with our advisors. Together, we’ll look at money from different angles to better...