Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
How to Approach Budgeting in Retirement
Budgeting in retirement can throw people off balance because so many things are changing all at once.
Here are five areas to think about as you approach budgeting in retirement to get confident about your cashflow.
January: Hibernation & Tax Planning
For high-income earners, you may be wondering if there are ways to shield yourself from the taxes you’ll owe. Clinton Miller covers four ways to reduce taxes.
Breaking Free from Retirement Myths: A Guide for Women
Planning for retirement can be daunting, especially when you’re faced with common misconceptions that might hold you back. Let’s debunk these myths.
The Top 6 Reasons to Fire (Or Consider Firing) Your Financial Advisor
‘Til death do us part. At least that’s how it might feel when it comes to a relationship with a financial advisor. But there are reasons you can (and should) fire your advisor.
The Pleasant Post August 2023
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The Pleasant Post July 2023
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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...
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...
Retiring on your own? How to address unique Charitable Giving and Tax challenges
By: Clinton Miller, CFP® Autumn is here! Gardens are overgrown and cool nights are on the way. Now is a great time to reflect on the year’s harvest and plan for taxes before the holiday season and year-end deadlines. Our fall review season is well...
If Businesses Are Doing So Well, Why Is the Stock Market Down?
By: Ellis Miller, JD, Advisor You may be thinking, “If businesses are doing so well, why is the stock market down?” That’s a great question! This is a time of confusion. With all the cross currents in the news, our minds are swirling. We don’t know what...
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...
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....