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Explore our blog to learn more about how to create your best financial future
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,...
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...
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. ...
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...
We’re giving the boot to “Bag Lady Syndrome” on this International Women’s Day
A universal fear of women with a portfolio size from 5 figures to 8 figures is that there might be a day when she will become a bag lady because of a poor decision today. This is not a common fear of men. It is pervasive with women. No amount of statistics-spewing or...
Clinton Miller has earned the CFP Certification
Pleasant Wealth is thrilled to share that Advisor Clinton Miller has completed the qualifications to earn the designation of Certified Financial Planner™ (CFP®). A CFP® professional has completed rigorous training, engaged in thousands of hours of personal financial...
Welcome Tiffany Troyer to the Pleasant Wealth Team
We are pleased to announce that Tiffany Troyer has joined the Pleasant Wealth team as Senior Client Services Manager. She comes to us with over 20 years of experience in the financial services industry, most recently working as a Senior Registered Client Associate at...
Your Business and the Two Halves of Life
It was the Swiss psychiatrist Carl Jung who first popularized the phrase “the two halves of life.” When we are young we have a different primary focus than when we are older. We change as we age. The first half, maybe up through age 45, is where we are trying...
Mt. Hope Open House was a success!
We only needed to dodge a few raindrops, but no amount of precipitation could have dampened our spirits as the Pleasant Wealth staff hosted clients and friends at our new Holmes county base of operations in Mt. Hope on August 18th. We gladly welcomed many familiar...
Celebrate our new location in Mt. Hope!
We've moved our Berlin office to our newly constructed location in Mt. Hope! Join us for a Grand Opening Celebration Wednesday, August 18th, 11:00am-4:00pm Tour the office and receive tickets to enjoy a complimentary lunch (and ice cream!) from Yoder Family Veal Food...
Relocating Holmes County Presence: New Office in Mount Hope Now Open!
When you ask Ellis Miller why he’s so excited to have an office space in Mount Hope. His immediate response? “Pleasant Wealth in Mount Hope… does it get anymore positive than that?!” And then he’ll answer, practically speaking that from our client’s perspective, we’re...
Sneak Peek: See What We’re Up to in Mount Hope
For a few years, we’ve been dreaming of independent space in Mount Hope. It aligns with our vision of providing independent & sound advice through Pleasant Financial Conversations. This week we’re in the process of moving from Berlin location to Mount Hope. So...