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Join the 4% Who Can Ace This Financial Quiz
Do you have a good understanding of the financial concepts underpinning many of our current headlines? Only 4% of Americans could ace this 7-question quiz - can you?

Danielle Seurkamp, CFP®
Apr 286 min read
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On The House: Tips To Uncover The Gaps in Your Homeowners Coverage
With all the resources we put into our homes, it’s almost impossible to think that an unforeseen disaster could take them away. Of...

Danielle Seurkamp, CFP®
Mar 315 min read
12 views
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Make Filing Your Returns Less Taxing
It’s that time of year again: tax season. If the mere mention of tax season sends a cold chill down your spine, which I understand as a...

Danielle Seurkamp, CFP®
Feb 274 min read
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An Investing Plan for This Year: Doing Less Can Lead to More
From DFA's David Booth:
Investing is different in a way many of us have a hard time accepting: Doing less often means ending up with more.

Danielle Seurkamp, CFP®
Jan 215 min read
15 views
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Social Security Changes in 2025 and Beyond
Several key changes to Social Security are being considered. Let’s walk through them so you are prepared for what’s ahead.

Danielle Seurkamp, CFP®
Dec 16, 20246 min read
56 views
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A Financial Checklist to Help You End the Year Strong
The end of a calendar year is an important time to ensure that you are making the most of your money. Download our checklist now!

Danielle Seurkamp, CFP®
Nov 19, 20243 min read
69 views
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Three Financial Dragons Women Need To Slay With Tori Dunlap
Women's financial regrets center on education, job pay & investing. Financial Feminist, Tori Dunlap, & I discuss how to slay these dragons.

Danielle Seurkamp, CFP®
Oct 31, 20246 min read
12 views
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MoneyGeek Contribution: Term vs. Whole Life Insurance
Check out Danielle's contributions to the MoneyGeek article "Term vs. Whole Life Insurance"

Danielle Seurkamp, CFP®
Aug 29, 20243 min read
11 views
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These Rule Changes Will Impact Your Next Real Estate Transaction
Discover how new real estate commission rules are reshaping home buying and selling, offering more transparency and potential savings.

Danielle Seurkamp, CFP®
Aug 26, 20244 min read
18 views
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After-Tax Contributions Part Two- The Mega Backdoor Roth
Boost retirement savings beyond limits! Convert after-tax contributions to Roth for tax-free growth. Know the rules before you leap!

Danielle Seurkamp, CFP®
Jul 22, 20244 min read
20 views
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A Guide To After-Tax Retirement Plan Contributions - Part One
Find out what after-tax contributions are, when they are, when they are appropriate, and how they can supercharge your tax-favored savings.

Danielle Seurkamp, CFP®
Jun 28, 20248 min read
22 views
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Have an LLC, LLP, S Corp, or C Corp? Read This To Avoid Fines.
The Corporate Transparency Act requires businesses to report info on their owners or face fines. You may be a business owner & not know it.

Danielle Seurkamp, CFP®
May 28, 20243 min read
45 views
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Overcoming The Universal Thinking Errors That Impact Financial Outcomes
Explore the inner workings of the mind, delving into the complexities of decision-making and cognitive biases that can impact our finances.

Danielle Seurkamp, CFP®
Apr 23, 20244 min read
18 views
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One Approach To Sustainable Investing
There are many ways to invest with more than just profit in mind. Learn the common pitfalls and how we navigate them.

Danielle Seurkamp, CFP®
Mar 25, 20244 min read
14 views
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3 Common Investing Mistakes
Avoid these common three mistakes when investing your portfolio.

Danielle Seurkamp, CFP®
Feb 27, 20244 min read
26 views
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IRS Penalties Have Doubled - Do This To Avoid Them
It is worth aligning our tax payments with our current year's tax, especially in light of the higher underpayment penalties in effect now.

Danielle Seurkamp, CFP®
Jan 30, 20244 min read
15 views
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Will Your Birthday Impact Your Finances This Year?
Many IRS rules are directly related to age. Most of your tax deductions, credits, and penalties are based on how old you, your spouse,...

Danielle Seurkamp, CFP®
Dec 27, 20232 min read
17 views
0 comments


Comparing Job Offers: Going Beyond Base Salary
Let’s delve into key elements of job offers. Understanding the nuances can help you make an informed decision that aligns with your goals.

Danielle Seurkamp, CFP®
Nov 27, 20234 min read
27 views
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Fall 2023 Market Udpate
Perspective drives our actions. If our perspective is overly positive or negative, we may seek out behaviors that hurt us in the long run.

Danielle Seurkamp, CFP®
Oct 23, 20233 min read
34 views
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Should You Change Your Medicare Coverage During Open Enrollment?
Medicare open enrollment begins October 15th. Use our flowchart to see if you should change your current coverage before the window closes.

Danielle Seurkamp, CFP®
Sep 27, 20231 min read
28 views
0 comments
Financial insights for a life well spent.
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