Financial Insights from Pleasant Wealth

Explore our blog to learn more about how to create your best financial future

The Balance Q2 2023

The Balance Q2 2023

Economists and Stock Market Strategists are pessimistic and prolific. Their voices of doom and gloom make them look smarter. But stock movements are driven by earning trends. Stock earnings are pretty good. Better than expected, even, again and again. We’re excited to...

read more
Three Ways to Turn Investment Lemons into Tax Lemonade

Three Ways to Turn Investment Lemons into Tax Lemonade

By:  Clinton Miller, CFP® Investment returns are bad this year.  Is it frustrating to watch your accounts drop for reasons out of your control?  You’re probably familiar with the common advice to take the long-term view, not make any changes, or even to just ignore...

read more
What Was the Best Money You Ever Spent?

What Was the Best Money You Ever Spent?

By: Ellis Miller, JD   As my role at Pleasant Wealth becomes more advisory, my experience and vantage point allow me to form opinions about our firm - to see how we differ and what we do better than others.   For example, all too often a grieving widow is...

read more
You’re Just at the Emotional Crescendo

You’re Just at the Emotional Crescendo

By: Liz Hand, CFP®    Recently my son participated in The Lion King with his school. My expectations were low because this is a K-6th production of the whole play. And boy was I wrong! That opening African savannah scene with the “The Circle of Life” got me....

read more
Clarity Wins

Clarity Wins

By:  Rachel Krabill, Administrative Assistant   “So… what just happened back there?” My husband and I were sitting in our car wondering how the conversation we’d just had with a financial professional had seemed so clear and concise while we were in his office,...

read more
Retirement is an Outdated Social Construct

Retirement is an Outdated Social Construct

By: Clinton Miller, CFP®, Advisor   I am going out on a limb in saying this, but here goes:   Retirement is imaginary. It’s a solution in search of a problem.   The Financial industry assumes your Retirement™ goes like this:  You work hard over a 45...

read more
Are We Still OK?

Are We Still OK?

By:  Ellis Miller, JD, Advisor   The stock markets are in a funk. It seems like every few days we see headlines saying it’s the worst day/week/month since some long ago date. Fear is controlling many investors, and they are stampeding toward the same exit door,...

read more
Review Meetings Cover More than Just the Numbers

Review Meetings Cover More than Just the Numbers

By:  Liz Hand, CFP (R) During our just-concluded spring review session, we asked clients to look at a few areas of life that matter most: Joy, Satisfaction, Health, Family, and Friends/Community. We got quite a few side-eyes while clients filled out the questionnaire...

read more
Can a Nest Egg Turn into Real Money?

Can a Nest Egg Turn into Real Money?

By:  Rachel Krabill, Administrative Assistant So you’ve saved, you’ve planned, you’ve been patient. You’ve nurtured that nest egg and it’s looking pretty solid – pristine even.  Maybe untouchable? You’ve thought about what retirement might look like, could look like. ...

read more
3 Ways Annuities Create Problems for Women in Retirement

3 Ways Annuities Create Problems for Women in Retirement

By:  Clinton Miller, CFP ® You probably don’t need an annuity. Annuities are like housecats.  They stir up a lot of controversy. Love them or hate them, they are complicated creatures, and they don’t always play nice with others.  Your friend may love hers, but that...

read more