by elizabeth | Nov 30, 2023 | Uncategorized
Have you noticed that “ick” feeling when a relationship has completed its purpose but lingers on past its welcome? Sometimes that happens with a financial advisor. People can be unaware of it because we have a whole relationship to money thing that is unaddress and...
by admin | Sep 28, 2022 | Uncategorized
By: Clinton Miller, CFP® Autumn is here! Gardens are overgrown and cool nights are on the way. Now is a great time to reflect on the year’s harvest and plan for taxes before the holiday season and year-end deadlines. Our fall review season is well...
by admin | Aug 22, 2022 | Uncategorized
By: Ellis Miller, JD As my role at Pleasant Wealth becomes more advisory, my experience and vantage point allow me to form opinions about our firm – to see how we differ and what we do better than others. For example, all too often a grieving widow...
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 | Mar 8, 2022 | Our Philosophy, Women & Money
A universal fear of women with a portfolio size from 5 figures to 8 figures is that there might be a day when she will become a bag lady because of a poor decision today. This is not a common fear of men. It is pervasive with women. No amount of statistics-spewing or...
