by elizabeth | Jun 30, 2025 | Money Tips
Summer in Northeast Ohio is full of opportunity, and you don’t need to spend a fortune to enjoy it. If you’re a woman nearing or in retirement, you may be looking for ways to stay active, connected, and inspired without breaking your budget. At Pleasant Wealth, we...
by elizabeth | May 1, 2025 | Retirement
As a rule of thumb, I like to push back on retirement rules of thumb (or whatever the plural of ‘rule of thumb’ is). Withdraw this percentage of your investments. Take Social Security at this age. Spend this portion of your working years’ expenses. Don’t...
by elizabeth | Mar 4, 2025 | Money Tips
After a long winter, it’s not difficult, at least not for those of us in colder climates, to envision the seasons that lie ahead. Especially as we get into the late winter, there are signs abounding that these days are on the horizon: the melting snow, more activity...
