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by elizabeth | Apr 16, 2025 | Insight Series

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

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...
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by elizabeth | Mar 14, 2025 | Insight Series

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Finding a Budget You Actually Love: 3 Ways to Envision How You Spend, Save

Finding a Budget You Actually Love: 3 Ways to Envision How You Spend, Save

by elizabeth | Mar 4, 2025 | Money Tips

After a long winter, it’s not difficult, at least not for those of us in colder climates, to envision the seasons that lie ahead. Especially as we get into the late winter, there are signs abounding that these days are on the horizon: the melting snow, more activity...
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by elizabeth | Feb 19, 2025 | Insight Series

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Investor Disclosures: https://www.kestrafinancial.com/disclosures. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.

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