by admin | May 25, 2022 | Uncategorized
By: Ellis Miller, JD, Advisor The stock markets are in a funk. It seems like every few days we see headlines saying it’s the worst day/week/month since some long ago date. Fear is controlling many investors, and they are stampeding toward the same exit door,...
by admin | May 10, 2022 | Our Philosophy
By: Liz Hand, CFP (R) During our just-concluded spring review session, we asked clients to look at a few areas of life that matter most: Joy, Satisfaction, Health, Family, and Friends/Community. We got quite a few side-eyes while clients filled out the questionnaire...
by admin | Apr 5, 2022 | Retirement
By: Rachel Krabill, Administrative Assistant So you’ve saved, you’ve planned, you’ve been patient. You’ve nurtured that nest egg and it’s looking pretty solid – pristine even. Maybe untouchable? You’ve thought about what retirement might look like, could look like. ...
by admin | Mar 23, 2022 | Women & Money
By: Clinton Miller, CFP ® You probably don’t need an annuity. Annuities are like housecats. They stir up a lot of controversy. Love them or hate them, they are complicated creatures, and they don’t always play nice with others. Your friend may love hers, but that...
by admin | Jun 28, 2021 | Retirement
When you’ve spent your whole career saving for retirement, and you see that you don’t have many years left until you flip the switch and stop working, you start feeling pretty protective of that retirement nest egg. In this Pleasant Financial...
