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Financial Insights from Pleasant Wealth
Explore our blog to learn more about how to create your best financial future
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...
An Open Letter About the Coronavirus’ Impact:
To All - Hopefully you’re able to stay calm this worldwide health crisis and panic. My prayer is that all of us can experience calmness in the storm. I have been impressed with our customers. The resilience, perspective, and rationality I’ve witnessed...
Thoughts on the Coronavirus and Market Turbulence
With a “breaking news” type of month, we have been having a lot of conversations with people about the Coronavirus and stock market turbulence. The main question we are receiving is: “What should I be doing right now? Should I get out?” Let us draw you back to...
The Power of Partnership
Last summer, if you were to ask me, “How’s the summer going, Liz?” I would have said I was happy, but there was so much change. I experienced personal changes - a change in daycare, my husband’s job, and a move (which is a lot!). But also, our company made a...
On Turning 65
In my career, I have witnessed other professional practices, like a law or CPA practice, who have a lead advisor get to the age of retirement – and yet, the person remains in the practice. In the past, I jokingly referred to this person as “The Grand Old Man”. As I...
The Financial Confidant
“And how is his spirit?” I asked. “Oh…” Silence. Tears began seeping from her eyes. “I’m sorry. It’s been really difficult lately between us.” She found herself in my office with a straight-forward agenda: An investment account and her spouse’s...
“What if this is an awful dinner?”
Picture this: It's a warm summer evening with my husband and children in the backyard playing. Dinner will be ready in about ten minutes and I am setting the table. It is one of those evenings where I arrive home in a hurry. Needing to cook dinner, I find a couple...
#TeamPleasant
It wasn’t their first rodeo… some had rappelled, some had rock climbed, all had done adventurous outdoorsy things in the past. It is just that feeling you get when you are gearing up, standing on top of a 14-story building, peering over the city. That’s when the...
On Teamwork
This past Saturday, our team enjoyed dinner together at The Heritage Gathering in Kidron. It was a lovely brisk evening filled with tasty delights, good conversation, elegant bouquets, and a touch of campfire. Magic. It was intended to be a cap-off celebration for a...
When is Social Security Taxed?
Some people believe Social Security is not taxed. Others believe Social Security is taxed. Depending on your financial setup, either of those could be true. So how do you calculate and find out whether you will pay income taxes on Social Security? You might want to...
Stepping Into the Driver’s Seat of Your Finances
When my husband gets in the car, he slides the driver's seat ALL the way back so his 6’ body can stretch out enough to comfortably drive. After he’s driven and I’m making a quick run to the store… well, I don’t automatically change the driver's seat to fit my petite...