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A Woman’s Guide to a Pleasant Retirement
How to Overcome the Midwestern Money Mindset and Give Yourself the Four Permissions
What Was the Best Money You Ever Spent?
By: Ellis Miller, JD As my role at Pleasant Wealth becomes more advisory, my experience and vantage point allow me to form opinions about our firm – to see how we differ and what we do better than others. For example, all too often a grieving widow...
You’re Just at the Emotional Crescendo
By: Liz Hand, CFP® Recently my son participated in The Lion King with his school. My expectations were low because this is a K-6th production of the whole play. And boy was I wrong! That opening African savannah scene with the “The Circle of Life” got me....
Are We Still OK?
By: Ellis Miller, JD, Advisor The stock markets are in a funk. It seems like every few days we see headlines saying it’s the worst day/week/month since some long ago date. Fear is controlling many investors, and they are stampeding toward the same exit door,...
Clinton Miller has earned the CFP Certification
Pleasant Wealth is thrilled to share that Advisor Clinton Miller has completed the qualifications to earn the designation of Certified Financial Planner™ (CFP®). A CFP® professional has completed rigorous training, engaged in thousands of hours of personal financial...