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You're Just at the Emotional Crescendo

By: Liz Hand, CFP®    Recently my son participated in The Lion King with his school. My expectations were low because this is a K-6th…

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Clarity Wins

By:  Rachel Krabill, Administrative Assistant   “So… what just happened back there?” My husband and I were sitting in our car wondering how the conversation…

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Retirement is an Outdated Social Construct

By: Clinton Miller, CFP®, Advisor   I am going out on a limb in saying this, but here goes:   Retirement is imaginary. It’s a…

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Are We Still OK?

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…

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Review Meetings Cover More than Just the Numbers

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,…

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Can a Nest Egg Turn into Real Money?

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…

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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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