Pleasant Wealth
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Our unique approach brings clarity, confidence, ease & joy to your smart financial decisions. Ever wish money brought you more joy than stress? Our unique approach brings clarity, confidence, ease, and joy to your financial journey. We specialize in smart financial strategy for retiring women and their family that align wealth with what matters most. From our 19-point financial health check to per
11/27/2025
A Traditional IRA or 401(k) may not be ideal for your tax bill when you start withdrawing money.
For those retiring soon, or in their first few years of retirement, there may be a window to help reduce that tax bill through a Roth conversion.
In this piece from Clinton, he discusses what a Roth conversion is, how it works, and what this may actually look like.
📰 Read the article: https://pleasantwealth.com/retirement/is-there-an-ideal-time-for-a-roth-conversion-a-pre-retirees-guide/
08/04/2025
Even if you haven’t used these words, you’ve probably thought about it.
We’re talking about investment risk. Here’s what investment risk actually means, plus three ways to ensure you’re probably aligned.
Read the full article at the link in the comments section ⬇️
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Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 3pm |
