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When is Social Security Taxed?

Some people believe Social Security is not taxed. Others believe Social Security is taxed.  Depending on your financial setup, either of those could be true. …

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Stepping Into the Driver's Seat of Your Finances

When my husband gets in the car, he slides the driver's seat ALL the way back so his 6’ body can stretch out enough to…

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What Your Groceries Say About Your Values

“I’m just not good at money decisions. My brain doesn’t think that way.” (I hear this so often) Oh YES, you are. And your brain DOES think…

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Lessons from a Lemonade Stand

On a hot summer’s day at age 8, I would cruise on my 1-speed bike around our Lexington, Kentucky neighborhood with my two best friends:…

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Is your money where your mouth is?

Do you remember fast food the way it was 25 years ago? An industrial-grade cheeseburger contained the typical ingredients: bun, beef patty, pickle, cheese, ketchup,…

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Learn More About Our Process

Water Wheel

Water wheels harness the energy of a small stream of water to do a great deal of work. Similarly, using a small but consistent stream of your savings, we help you fill up each bucket of your financial water wheel to achieve your financial goals. Download our Water Wheel guide to learn more about this process.

Who Will You Trust About a Trust?

A trust often helps a family meet its goals. It can be simple or complex, but it must be understood and produced by an attorney that understands you. Download our guide to trusts to learn more about how Pleasant Wealth can help you with a trust.

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