top of page
Search


Financial Review Checklist: Year-End Edition
Think of it as your financial version of making a list and checking it twice—only this time, you're the one giving future you a gift.
Danielle Seurkamp, CFP®
6 days ago4 min read


Pros and Cons of Investing in Gold
Does gold belong in your portfolio? As an investment, gold has unique pros and cons to consider before making it a part of your asset allocation.
Danielle Seurkamp, CFP®
Oct 283 min read


Catch Up on New 401(k) Rules
The IRS finally provided clarity on when and how new 401(k) plan rules will be implemented. Read on to see if you will face changes to 401(k) contributions and how to navigate them.
Danielle Seurkamp, CFP®
Sep 305 min read


Navigating Major Changes to Federal Student Loans
The federal playbook for student loans is shifting as the federal government steps back from lending. Learn how to navigate the current landscape.
Danielle Seurkamp, CFP®
Aug 274 min read
Financial insights for a life well spent.
bottom of page