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You Have Better Investment Options
By: Clinton Miller, CFP® You probably already know this: interest rates have increased substantially over the past 12 months. Anyone buying or selling a…
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Pleasant Post - January 2023
Read the latest from the desk of Liz Hand, CFP® here. To receive monthly updates from Pleasant Wealth straight to your inbox click here. …
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Three Ways to Turn Investment Lemons into Tax Lemonade
By: Clinton Miller, CFP® Investment returns are bad this year. Is it frustrating to watch your accounts drop for reasons out of your control? You’re…
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Retiring on your own? How to address unique Charitable Giving and Tax challenges
By: Clinton Miller, CFP® Autumn is here! Gardens are overgrown and cool nights are on the way. Now is a great time to reflect…
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If Businesses Are Doing So Well, Why Is the Stock Market Down?
By: Ellis Miller, JD, Advisor You may be thinking, “If businesses are doing so well, why is the stock market down?” That’s a great…
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What Was the Best Money You Ever Spent?
By: Ellis Miller, JD As my role at Pleasant Wealth becomes more advisory, my experience and vantage point allow me to form opinions about…
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