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Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
Ohio’s Pension Plans: The Basics of OPERS, STRS, and SERS
If you live in Ohio and contributed to OPERS, STRS, or SERS, you probably intend it to be a foundational part of your retirement income. But you may not have put much thought to the benefits. Here are the key things you should know.
How Our Advisors help Women Retire with Confidence and Ease
I will never forget the day my second son was born. It had been a long autumn day, and as I settled into my warm bed and began to doze, I felt my wife shaking my arm. I rose groggily, grabbing the duffel bag we’d packed for the hospital. As I shook off my sleep, my...
A Powerful Budget That Only Takes 10 Minutes
How our clients get cash-flow confidence with a simple, hassle-free strategy.
You Just Inherited a Retirement Account from a Parent. Now what?
Not only does inheriting an Individual Retirement Account (IRA) carry the emotional weight of an inheritance, but it can result in financial complexities for you as the recipient. Clinton Miller, CFP®, covers the basics of what to know.
Practice Talking about Money
Fighting about money can be a good thing. You read that right. While arguing about money isn’t the gold standard, making time and space to talk about money is important.
Case Study: How a Midwestern Woman Reached Her Retirement Goals
Let’s look at a real-life scenario where a Pleasant Wealth client was able to thrive despite an unexpected solo retirement.
Three Misconceptions About Retirement: A Realistic Outlook
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, Liz Hand, CFP®, confronts some common retirement misconceptions.
Four Ways We’ve Helped Clients Save Money on Taxes
Here are four real scenarios where Pleasant Wealth clients saved a ton of money in tax costs:
Five Facts to Know about Social Security Benefits
Do you know your basic Social Security amount? Here are five basics to know to help you make the best decision with your Social Security benefits.
Three Key Questions to Ask Your New Financial Advisor
When you begin the relationship with a new financial advisor, knowing what questions to ask can be challenging. Knowing how to ask those questions is a challenge all its own. In this article, we’ll delve into three key questions you should consider asking your new financial advisor.
How to Approach Budgeting in Retirement
Budgeting in retirement can throw people off balance because so many things are changing all at once.
Here are five areas to think about as you approach budgeting in retirement to get confident about your cashflow.
January: Hibernation & Tax Planning
For high-income earners, you may be wondering if there are ways to shield yourself from the taxes you’ll owe. Clinton Miller covers four ways to reduce taxes.