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Financial Insights from Pleasant Wealth
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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...
What Your Groceries Say About Your Values
“I’m just not good at money decisions. My brain doesn’t think that way.” (I hear this so often) Oh YES, you are. And your brain DOES think that way. And now I’ll prove why.... . So. I’m standing in aisle 10 and I’ve got three bottles of ketchup in my hand. The first...
Lessons from a Lemonade Stand
On a hot summer’s day at age 8, I would cruise on my 1-speed bike around our Lexington, Kentucky neighborhood with my two best friends: Rachel and Alice. And then that sweet jingle could be heard faintly in the distance… I C E C R E A M T R U C K! We pedaled as...
Is your money where your mouth is?
Do you remember fast food the way it was 25 years ago? An industrial-grade cheeseburger contained the typical ingredients: bun, beef patty, pickle, cheese, ketchup, iceberg lettuce. Perhaps even a special sauce? But somehow, the whole thing added up to LESS than the...