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Simplifying Finances: How to Clear the Financial Clutter That’s Quietly Costing You

Simplifying Finances: How to Clear the Financial Clutter That’s Quietly Costing You

by elizabeth | Apr 2, 2026 | Women & Money

Article Overview The Hidden Tax on Your Mental Energy Simplifying Finances Isn’t About Being Organized What Financial Decluttering Actually Looks Like You Don’t Have to Do This Alone There’s a kind of tired that doesn’t go away with a good...
What Is a Financial Purpose Statement — and Why It Matters More Than Ever in Retirement

What Is a Financial Purpose Statement — and Why It Matters More Than Ever in Retirement

by elizabeth | Feb 2, 2026 | Women & Money

Article Overview Basics of a Statement of Financial Purpose Why this is especially important in retirement Financial goals vs. financial purpose Importance of simplicity How a statement is actually used Going deeper As retirement approaches, many women find themselves...
When to Take Social Security: 4 Key Considerations for Women Nearing Retirement

When to Take Social Security: 4 Key Considerations for Women Nearing Retirement

by elizabeth | Oct 24, 2025 | Women & Money

Article Overview Longevity and Life Expectancy Income Needs and Other Retirement Resources Spousal and Survivor Benefits Social Security Benefits for Divorced Women Bringing It All Together For many women nearing retirement, one of the most significant financial...
Gray Divorce: Financial Considerations, Practical Next Steps for Women to Bounce Back

Gray Divorce: Financial Considerations, Practical Next Steps for Women to Bounce Back

by elizabeth | Oct 2, 2025 | Women & Money

Article Overview What is Gray Divorce? A Story Women Know All Too Well Why Gray Divorce Hits Differently Key Financial Considerations After a Later-Life Divorce Practical Next Steps for Rebuilding Another Story of Strength Moving Forward with Confidence FAQs About...
Retiring in the Next Year: 5 Things to Tackle Before the Big Day

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...
Paying Down Debt vs. Investing More: Choosing the Best Path as a Woman Nearing or in Retirement

Paying Down Debt vs. Investing More: Choosing the Best Path as a Woman Nearing or in Retirement

by elizabeth | Mar 25, 2025 | Women & Money

As we near Tax Day for 2025, it’s the time of year when some folks are getting what they may consider a “bonus payday”: a refund from the IRS. Whether it’s a tax refund, a work bonus, or a pay raise, these moments involving an influx of additional money can prompt a...
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Recent Posts

  • April 2026
  • Simplifying Finances: How to Clear the Financial Clutter That’s Quietly Costing You
  • March 2026
  • 5 Ways to Declutter Your Financial Life This Month
  • February 2026

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MAIN OFFICE IN CANTON
720 McKinley Ave NW
Canton, OH 44703

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4581 Township Road 634
Millersburg, OH 44654

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We are licensed to sell insurance in the following states: Ellis Miller: FL, IA, IN, KY, NC, OH, VA | John Mullett: IN, MD, OH, PA, SC | Clinton Miller: OH | Elizabeth Hand: OH

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Investor Disclosures: https://www.kestrafinancial.com/disclosures. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.

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