Investment Risk Explained — and 3 Ways to Make Sure You’re Properly Aligned

by elizabeth | Jul 31, 2025 | Retirement

Article Overview What Is Investment Risk? Why Risk Alignment Matters in Retirement Three Ways to Make Sure You’re Aligned With the Right Level of Investment Risk Know Your Personal Risk Tolerance Match Investments to Your Time Horizon Use Riskalyze® to Find Your Risk...

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by elizabeth | Jul 17, 2025 | Insight Series

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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...