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...
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...
Our lives have changed in innumerable ways since 2020, and one of the biggest impacts was how and where we work. This paradigm shift in how we conceptualize work has created more opportunities, leading to possibilities that many of us wouldn’t have considered before...
Are you planning to retire on a pension? If you or your spouse live in Ohio and contributed to OPERS, STRS, or SERS, you probably intend it to be a foundational part of your retirement income. But too often, workers contribute to their pensions and other savings...
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...
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...