Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
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.
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.