Women in Financial Transition

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...

Case Study: How a Midwestern Woman Reached Her Retirement Goals

by elizabeth | Apr 24, 2024 | Women in Financial Transition

Did you know the average age of widowhood in the US is 59? That’s right. The loss of a spouse – an indescribable, disorienting loss- is likely to happen just as couples are beginning to plan their retirement. Do you know what’s worse? Typically, women are already at...

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Retiring in the Next Year: 5 Things to Tackle Before the Big Day

Case Study: How a Midwestern Woman Reached Her Retirement Goals

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