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Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial 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.
Four Retirement Planning Considerations if You’re Self-Employed
Our lives have changed in innumerable ways since 2020, and one of the biggest impacts was how and where we work. This paradigm shift in how we conceptualize work has created more opportunities, leading to possibilities that many of us wouldn’t have considered before...
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: