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Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
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....
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,...
Retirement is an Outdated Social Construct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...
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...