Pleasant Street Wealth Advisors

11/07/2025

As retirees review their financial plans, they often seek ways to not only manage their wealth but also to leave a meaningful legacy. Charitable giving can be a powerful tool to achieve both of these goals, providing significant tax...

10/06/2025

The end of the year is more than just a time for holiday cheer; it's a crucial window for retirees to review their financial health and set the stage for a strong year ahead. Proactive year-end planning can help you minimize taxes,...

09/17/2025

🏈 TOUCHDOWN FOR YOUR FINANCIAL FUTURE! 🏈
Football season's kickoff coincides with Life Insurance Awareness Month for good reason - both require solid game plans! Just like you wouldn't send your team onto the field unprotected, don't leave your loved ones without proper coverage.

Life has no guarantees, but the right insurance policy keeps you prepared for whatever come your way. Whether you need term life as your special teams or permanent life as your franchise QB, there's coverage that fits your strategy.

Every great coach has a succession plan - be the coach of YOUR life! Make sure you've named the right receivers for your policy and build the team you need.

September is 4th & goal - time to review your coverage or get off the
sidelines!

What's YOUR game plan for Life Insurance Awareness Month? Comment
below and tag the coaches in your life who need to hear this! 👇

09/15/2025

🎓 September is College Savings Month — Let’s talk numbers.
The average cost of tuition and fees ranges from just over $20k to nearly $63k per year, but that’s not the whole story.

Many students receive aid from grants, loans, and scholarships to help pay for school, but there’s often still a gap. Savings can be a valuable tool to help manage those costs.

📌 Swipe through to see what college costs look like today, how students are paying, and why every little bit of preparation can make a difference. Don't forget to like and share!

Source: College Board, Trends in College Pricing and Student Aid, 2024.

09/12/2025

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's
financial education?

A 2013 Cambridge University study found that money habits are formed by age seven! Add money smarts to your checklist this back-to-school season with these age-appropriate financial lessons. Turn everyday activities into learning experiences that will set them up for success. Which of these step have you already taken with your kids?

09/08/2025

Economic & Financial Indicators:
The current economic landscape is showing encouraging signs. From cooling inflation to steady job growth, here's what financial professionals are watching as we move through 2025.

Key Highlights:
✔️Inflation is moderating but requires careful monitoring
✔️ The labor market seems to be finding its sweet spot without overheating
✔️ Corporate earnings are showing resilience
✔️ Fed policy remains measured and data-driven

The takeaway? Economic indicators point to a cautiously optimistic remainder of the year. What economic trends are you keeping your eye on?
Share your thoughts below 👇.

09/05/2025

Are you ready for National 401(k) Day? Established by the Plan Sponsor Council of America, this day is observed on the Friday following Labor Day. It’s a great opportunity to focus on retirement strategy and your financial future.

09/04/2025

For many, a successful retirement is about financial freedom—the ability to travel, pursue hobbies, and live comfortably. However, one of the biggest threats to that freedom is the rising cost of health care. Even with Medicare, health...

Understand retiree health care costs and options. Learn how to navigate Medicare, long-term care insurance, and manage out-of-pocket medical expenses in retirement.

09/01/2025

Markets closed. BBQs open. But smart money never takes a day off.
What's your best "set it and forget it" financial strategy? Share below!

08/07/2025

Stock prices were under pressure in early April on concerns over how the trade situation would unfold. Fear spread, which led some investors to move to the sidelines. But notice the "V" shaped rally that followed.

07/04/2025

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

06/25/2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...