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Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
Is it time for a Pleasant Financial Conversation?
At Pleasant Wealth, we love client conversations about big financial goals. Since money is a central part of planning ahead, it's at the heart of the big-picture client conversations we relish. But there's no sugar-coating it: the nuts and bolts of finance are...
Money Muscle Memory
Does it have to remain taboo to talk about money? I think not. Women are masters of managing cash flow, but aren't talking about investments socially. Here are some tips to start the conversation so that both you and your friends feel empowered to make informed...
Cryptocurrencies
Bitcoin? Ethereum? Dogecoin? "Do cryptocurrencies belong in my portfolio?", you may ask. Join Liz Hand and Ellis Miller for a Pleasant Financial Conversation about the role cryptocurrencies should (or shouldn't?) play as part of an investment strategy.
Women Invest Too Conservatively
As we think about the headwinds women face in retirement, some require legislative change which can take a while and is somewhat out of our everyday hands. But one of the factors Advisor Liz Hand recognizes is that women invest too conservatively on the average. Join...
How to Assess if Stocks Are Too Risky When I’m Nearing Retirement
When you've spent your whole career saving for retirement, and you see that you don't have many years left until you flip the switch and stop working, you start feeling pretty protective of that retirement nest egg. In this Pleasant Financial Conversation, Advisor...
Roth IRAs are Money Wizardry
If you have done any research, talked to a financial advisor, or even chatted with a friend about how to prepare for retirement, its likely you’re familiar with Roth IRA’s. They’re probably the most widely covered tool in the industry toolbox, and the reason is...
Predicting the Future
The great baseball philosopher Yogi Berra supposedly said, “It’s tough to make predictions, especially about the future.” He is right. But we do it anyhow. Half of my friends are confidently predicting a crash is coming. But the remaining half of my friends are...
Two things you should know about Medicare part B
Would you like to keep your retirement health insurance costs as low as possible? Make sure you understand Medicare part B and pay attention to two key details as you plan your retirement income. What is Medicare part B? When you retire, you will generally use...
What’s an HSA? And why should I care?
Would you like a Triple-Tax-Benefit? ...I thought so. Behold the glory that is the Health Savings Account, (HSA). An HSA saves you taxes when you put money in, doesn’t get taxed every year while its growing, and is not taxed when you spend the money (on the right...
COLA – Will it continue?
An important factor to our ongoing retirement income is how the Social Security payment grows over time. This Cost-of-Living Adjustment, or COLA, is announced annually for the following year. It might make a few bucks to a few hundred dollars difference monthly, but...
COLA – What is it?
An important factor to our ongoing retirement income is how the Social Security payment grows over time. This Cost of Living Adjustment, or COLA, is announced annually for the following year. It might make a few bucks to a few hundred dollars difference...
We’re Hiring! Senior Client Services Manager
You feel it. That pit-in-the stomach on Sunday around 4 p.m. that reminds you that – while you love investment & financial planning advice – you are disenchanted with the robotic service you provide to clients. ...That’s the moment for a scene change. Imagine if...