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Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
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...
The Worthy Pursuit of Deep Work
Reflections on Deep Work: Rules for Focused Success in a Distracted World By Cal Newport Written by John Mullett We live in a frenetic, fast-paced, increasingly connected world, driven by rapidly advancing and changing technologies. The internet, social media, email,...
My Response to the Current State of COVID 19
On Exponential Curves: A famous physics professor, (maybe Einstein, maybe another according to Quora) said “The greatest shortcoming of the human race is our inability to understand the exponential function.” In an exponential curve the number being...
What To Do In a Recession: Your Plans
We've all made plans that have had to change because of COVID and the recession. Some of us have stalled vacations. Some of us have downsized kitchen renovation plans. Some of us are staring at our plans to retire in 2020 and wondering, "will it still work?" It is...
What To Do in a Recession: Offensive Investment Strategy
As we experience a market recession, are there anything proactive moves that we can do with our investments? Often these proactive strategies are ones that we must implement by coordinating between multiple professionals. This means your CPA, your CFP®, and your...
CARES Act waives your Required Minimum Distribution for 2020
When the market has had big losses in the past, policy makers have stepped in and changed requirements for retirement accounts. Why? It is a way to keep our retirees’ livelihood sustained longer. The government would rather implement a stopgap now. It is a measure...
What To Do in a Recession? Your Automated Transactions
You're on autopilot with your retirement accounts - for adding money or taking income. That's perfect most of the time! However, in a recessionary period, you might reconsider your game plan. Check out Liz's video covering the topic of adding money and taking money...
Fear or Hope? You Pick.
In changing times like these, we have to decide whether we move in fear or hope. I choose hope. I have hope because disasters, like Covid-19, unleash human reserves to improvise, unite, and resolve. Disasters can bring pockets of purpose and joy...
What To Do In A Recession: Your Investments
It's been a wild ride this first quarter of 2020. A double whammy, not only within the economy but as we navigate new (hopefully temporary) normals for everyday life. You will receive your quarterly statements this week. As you open the envelope, it may stir some...