Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
College Inside Track
Join Us to Discuss the College Inside Track The college search comes with big questions. Which schools are the right fit? What will they actually cost? How can your student stand out? And how do you make confident decisions without adding more stress to your family?...
Why Good Financial Decisions Don’t Happen in Isolation
The Quest for Every Answer The Illusion of the Separate Decision What Integration Actually Looks Like Common Questions, Connected Answers The Tools Behind the Coordination Confident Decisions, Not Reactive Ones When it comes to the structure of our money, women engage...
Why Spending Money in Retirement Can Feel Harder Than Saving It
In this piece, Liz Hand, CFP®, ACC, breaks down the psychology of why this is and the questions to ask ourselves to help better understand our relationship with spending.
Investing with Confidence: Why It Happens in Small Steps
Investing can be a lot like traveling somewhere new. Let’s unpack why the why and how of focusing on small steps in investing instead of waiting to make a completely certain move.
Am I Allowed to Enjoy My Money Before Retirement? A New Way to Think About Retirement Lifestyle Planning
Let’s talk about what retirement lifestyle planning entails, how to determine if your current plan is built around your life, and how to have important conversations with your advisor about your lifestyle plan.
The Most Important Tip to Build the Retirement You Want
Saving for retirement doesn’t happen with one well-timed investment decision. In this piece, we discuss how small, repeatable steps build over time and share a practical example of how that might look in reality.
Simplifying Finances: How to Clear the Financial Clutter That’s Quietly Costing You
Simplifying finances as you get ready to retire can free up mental energy for the life you actually want. Here’s a practical overview to help women create a calm, clutter-free financial life.
5 Ways to Declutter Your Financial Life This Month
Financial clutter can stop us from getting to the meaningful financial to-do items. Here are five meaningful ways to simplify your financial life and create greater clarity and confidence in the process.
Liz Hand Recognized as Kestra Financial’s 2026 NextGen Advisor
We’re honored to share a meaningful milestone for our team. Liz Hand has been named Kestra Financial’s 2026 NextGen Advisor, a distinction awarded to exceptional emerging leaders under the age of 40 who demonstrate leadership, dedication, and forward-thinking impact...
What Is a Financial Purpose Statement — and Why It Matters More Than Ever in Retirement
Learn about what a financial purpose statement is, how to go about building one, and why having a clear statement matters so much for retirement.
Reflecting on 2025: The Good We Do Together
Clinton Miller, CFP®, reflects on 2025 — celebrating client generosity and offering practical ways to carry that good forward through intentional financial planning.
Is There an Ideal Time for a Roth Conversion? A Pre-Retiree’s Guide
Learn about the potential of using lower-income years to make smart Roth conversions. Understand the strategy, timing, and benefits before full retirement.