by elizabeth | May 5, 2026 | Women & Money
Article Overview You Don’t Have to Make a Big Move to Make a Real One Think of It Like Planting a Garden Let’s Demystify the Terms Small Steps That Actually Work You’re Closer Than You Think There’s a voice a lot of women carry around. It may...
by elizabeth | Apr 2, 2026 | Women & Money
Article Overview The Hidden Tax on Your Mental Energy Simplifying Finances Isn’t About Being Organized What Financial Decluttering Actually Looks Like You Don’t Have to Do This Alone There’s a kind of tired that doesn’t go away with a good...
by elizabeth | Nov 26, 2025 | Retirement
Article Overview What is a Roth Conversion? A Hidden Opportunity A Roth Conversion Example Scenario Why Women May Benefit Is a Roth Conversion Right for You? For many women approaching retirement, there’s a quiet shift that happens behind the scenes, not just in your...
by elizabeth | May 28, 2025 | Retirement, Women in Financial Transition
As a financial advisor dedicated to empowering women approaching or already in retirement, I understand that this phase is about more than just numbers—it’s about confidence, clarity, and ease. At Pleasant Wealth, we believe that thoughtful planning can help you...
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...
