Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
Protected: July 2024
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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.
Protected: June 2024
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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.
Protected: May 2024
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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.