by elizabeth | Mar 3, 2026 | Money Tips
Article Overview Consolidate retirement accounts Streamline bank and investment accounts Review subscriptions Update beneficiaries One-page financial snapshot Why financial simplicity matters When most people think about clutter, they picture overstuffed closets or...
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...
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...
by elizabeth | Aug 1, 2024 | Money Tips
Did you know that while 3 out of 4 Americans say they have a monthly budget, over 80% admit they still overspend? How can that be, when most personal financial advice starts with budgeting as a foundation? Clearly, most people agree that having a budget is...
