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Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

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Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Tuesday, February 6, 2024

I can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details....

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Thursday, January 11, 2024

As we enter bonus season, it is always good to have a plan where to put that next dollar and avoid overspending. Here is our definitive guide to where you should put your next dollar.

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Tuesday, November 21, 2023

For several months, we have pushed back against calls for a significant, structural decline in stocks based on the idea that there are “Three Pillars” supporting the 2023 rally in stocks and that as long as those pillars...

Monday, November 20, 2023

The “hard landing vs. soft landing” question remains the most important one for markets over the medium- and longer-term for this simple reason:  If there’s a soft landing, then the S&P 500 is moving towards the...

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Friday, November 3, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Sunday, July 2, 2023

Investing in the stock market is one of the most popular ways to grow wealth and achieve financial goals. Traditionally, investors have relied on mutual funds, exchange-traded funds (ETFs), or individual stock picking to build their...

Tuesday, June 27, 2023

The globe watched as Wagner troops left Ukraine this past weekend to confront Russian Military leadership. Much of the world assumed a coup was underway. However, an agreement was made as the troops approached Moskow, and Putin...

Sunday, June 25, 2023

For most people, medical expenses will be the biggest expense in retirement. According to the Fidelity Retiree Health Care Cost Estimate, a single person age 65 in 2023 may need approximately $157,500 saved (after tax) to cover health...

Tuesday, June 6, 2023

The impact of Artificial Intelligence (AI) optimism on capital markets has been the significant investment story of 2023 thus far. While each year, one concept or theme seems to grab investors’ attention (and headlines). Cannabis...

Sunday, June 4, 2023

We have some exciting news! At Pleasant Street Wealth Advisors, we are on a mission to help more people have confidence, peace of mind, and clarity in their life. Our goal is to help people spend less time worrying about finances and...

Monday, April 24, 2023

Investing can be daunting, especially for folks who are just beginning their investing careers. However, with the proper knowledge and approach, investing can be a great way to grow wealth and achieve financial freedom. This blog will...

Wednesday, December 14, 2022

What is a Roth Conversion?Roth conversions are a strategy that allows savers to decrease their tax burden in retirement. A Roth conversion is when an investor converts a traditional retirement account into a Roth retirement account....

Monday, September 19, 2022

Communication is Key in Estate PlanningNot communicating your estate plan is like not having an estate plan at all.It’s key to communicate to your family the details of your estate plan and the roles they’re going to take...

Wednesday, August 17, 2022

Ben Franklin famously said the only two certainties in life are death and taxes. You can’t get out of either of them, but you can certainly make paying taxes less painful.The key is making tax planning a year-long conversation,...

Thursday, June 23, 2022

I had a recent call with a client who received a performance award and had the choice of taking Stock Options or RSUs. Throughout the “great upgrade,” several of our clients have transitioned to companies that offered stock...