Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
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.
Protected: April 2024
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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.
Protected: Insight Series – March 2024
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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.
Breaking Free from Retirement Myths: A Guide for Women
Planning for retirement can be daunting, especially when you’re faced with common misconceptions that might hold you back. Let’s debunk these myths.
The Top 6 Reasons to Fire (Or Consider Firing) Your Financial Advisor
‘Til death do us part. At least that’s how it might feel when it comes to a relationship with a financial advisor. But there are reasons you can (and should) fire your advisor.
The Pleasant Post August 2023
The August edition of The Pleasant Post is available to read here. Sign up to receive pleasant news and insights in your inbox here.