Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
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.
When to Take Social Security: 4 Key Considerations for Women Nearing Retirement
Discover four key factors women should consider — including spousal and divorced benefits — before deciding on when to claim Social Security benefits.
Gray Divorce: Financial Considerations, Practical Next Steps for Women to Bounce Back
Gray divorce is rising. Learn how women over 50 can protect retirement, manage Social Security, and move forward with confidence after late-life divorce.
4 Most Common Pension Payouts & How to Decide Which Route to Take
Pensions can feel like both a blessing and a puzzle. Deciding how to access that money in retirement is big decision that sets the course of retirement income. We explore four common routes in this piece.
Investment Risk Explained — and 3 Ways to Make Sure You’re Properly Aligned
But what exactly is investment risk? And how do you know if the risk in your portfolio matches your comfort level and financial goals? We explore those questions in this piece.
Six Budget-Conscious Summer Fun Ideas for Women Nearing or in Retirement in Canton, Ohio
Stretch your dollars and savor the season with these local, low-cost adventures.
Retiring in the Next Year: 5 Things to Tackle Before the Big Day
For women within a year of retirement, here are five key, actionable financial steps to take to help with a smooth transition.
Taking Account of Resources: Rethinking Our Retirement Spending Mindset
Many of us plan for retirement by aiming to spend 80% of our pre-retirement expenses. But what if that mindset is limiting your vision for the future?
Paying Down Debt vs. Investing More: Choosing the Best Path as a Woman Nearing or in Retirement
Let’s explore the key factors for making a decision between clearing out debt, investing more, or a combination of the two for women nearing or in retirement.
Finding a Budget You Actually Love: 3 Ways to Envision How You Spend, Save
Learn three different ways of budgeting to help you identify something that will work best for you.
How to Find a Good Financial Advisor for Women in 2025: 3 Key Considerations
Women can have an uphill battle with managing their money, and it can be particularly challenging to find a good financial advisor. Here are three actionable items to help guide your search.