by elizabeth | Nov 26, 2025 | Retirement
Article Overview What is a Roth Conversion? A Hidden Opportunity A Roth Conversion Example Scenario Why Women May Benefit Is a Roth Conversion Right for You? For many women approaching retirement, there’s a quiet shift that happens behind the scenes, not just in your...
by elizabeth | Sep 2, 2025 | Retirement
Article Overview Single-Life Annuity Joint-and-Survivor Annuity Lump-Sum Payout Period-Certain or Guaranteed Term Deciding the Best Payout Option for You Ohio Pensions: A Quick Note Final Thoughts If you’ve worked in Ohio as a teacher, a nurse, or in government...
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...
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...
by elizabeth | May 1, 2025 | Retirement
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...
by elizabeth | Jan 2, 2025 | Retirement
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...
