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 | Mar 25, 2025 | Women & Money
As we near Tax Day for 2025, it’s the time of year when some folks are getting what they may consider a “bonus payday”: a refund from the IRS. Whether it’s a tax refund, a work bonus, or a pay raise, these moments involving an influx of additional money can prompt a...
by elizabeth | Oct 1, 2024 | Our Philosophy
I will never forget the day my second son was born. It had been a long autumn day, and as I settled into my warm bed and began to doze, I felt my wife shaking my arm. I rose groggily, grabbing the duffel bag we’d packed for the hospital. As I shook off my sleep, my...
by elizabeth | Apr 24, 2024 | Women in Financial Transition
Did you know the average age of widowhood in the US is 59? That’s right. The loss of a spouse – an indescribable, disorienting loss- is likely to happen just as couples are beginning to plan their retirement. Do you know what’s worse? Typically, women are already at...
by elizabeth | Jan 4, 2024 | Women & Money
Planning for retirement can be daunting, especially when you’re faced with common misconceptions that might hold you back. Let’s debunk these myths and pave a more path toward securing your financial future. Myth 1: “My Money Doesn’t Feel Real”...
