Key Elements of the Inflation Reduction Act
Learn more about recent changes to Medicare prescription costs, health care exchange premiums, and energy-efficient tax credits.
Search
Danielle Seurkamp, CFP®
- Aug 1
- 5 min
I Lost A Loved One. Now What?
This is the time we are faced with a litany of tasks that are anything but routine.Here are tips for making a tough time a little easier.
21 views0 comments
Danielle Seurkamp, CFP®
- Jun 30
- 1 min
Podcast: What's Your Relationship With Money?
Danielle recently joined the Finance for Physicians podcast. Listen to better understand and develop your relationship with money.
5 views0 comments
Danielle Seurkamp, CFP®
- May 30
- 4 min
Persevering The Dip
Somewhere in between the plateau we were on when we started and the higher plateau of success lies the dip.
11 views0 comments
Danielle Seurkamp, CFP®
- May 1
- 4 min
Make Negative Returns A Positive For Your Portfolio
The worst thing we can do is retreat from bad markets by cashing out but there are a few financial moves to consider when the market is down
36 views0 comments
Danielle Seurkamp, CFP®
- Mar 31
- 3 min
Market Madness: Pick NCAA Bracket Teams, Not Stocks
This March has shown us there are some striking parallels between the tournament on the court and the one in the market.
7 views0 comments
Danielle Seurkamp, CFP®
- Feb 28
- 4 min
Make Filing Your Returns Less Taxing
If the mere mention of tax season sends a cold chill down your spine, it might be worth taking some time to make things a little easier.
22 views0 comments
Danielle Seurkamp, CFP®
- Nov 30, 2021
- 4 min
Take The Guesswork Out Of Investing Your 401(k)
Your 401(k) is often your largest investment asset. Find out what you need to know to select the best investment options in your plan.
41 views0 comments
Danielle Seurkamp, CFP®
- Nov 1, 2021
- 4 min
Open Enrollment: How To Choose The Best Health Insurance Plan
This is undoubtedly one of the most important benefits employers offer but how do you know which healthcare plan is right for you?
31 views0 comments
Danielle Seurkamp, CFP®
- Oct 1, 2021
- 5 min
9 Tips And Traps Of Roth IRAs
Roth IRAs aren’t innately complex but they offer significant tax benefits, so there are limitations to how and when they can be used.
49 views0 comments
Danielle Seurkamp, CFP®
- Aug 30, 2021
- 0 min
30 views0 comments
Danielle Seurkamp, CFP®
- Aug 1, 2021
- 4 min
The Danger In What You Think You Know About Money
The nature of our minds is to believe that we have all the information that is relevant and important to a decision even when we don’t.
54 views0 comments
Danielle Seurkamp, CFP®
- Jun 1, 2021
- 4 min
This Negotiating Skill Can Make You A Better Investor
The question about how best to negotiate is about how best to exploit the anchoring effect, which we can also use to be better investors.
36 views0 comments
Danielle Seurkamp, CFP®
- May 1, 2021
- 5 min
When Should We Start Worrying About Deficit Spending?
Whether you color yourself red, blue, or purple, proposed federal spending may have you asking where is the money coming from? Let's discuss
37 views0 comments
Danielle Seurkamp, CFP®
- Mar 1, 2021
- 4 min
How Scary Is The IRS?
If you have a little resting anxiety about the IRS, allow me to clarify what actually happens in response to the most common tax errors.
47 views0 comments
Danielle Seurkamp, CFP®
- Feb 1, 2021
- 2 min
Investing Is Not A Game, Stop.
You have likely heard a lot about Game Stop, Robinhood, and Reddit over the past week. If not, the short version is this: There is a...
33 views0 comments
Danielle Seurkamp, CFP®
- Jan 27, 2021
- 4 min
Why I Nearly Passed Up Saving Thousands In Taxes
No one is as impacted by our financial decisions as we are and that makes it exceedingly difficult to be objective about our money.
31 views0 comments
Danielle Seurkamp, CFP®
- Dec 22, 2020
- 4 min
How To Set Goals That Will Increase Your Happiness
Do you ever find yourself daydreaming, imagining how happy you will be when you get that house on the beach, when you write that last...
34 views0 comments
Danielle Seurkamp, CFP®
- Nov 26, 2020
- 4 min
How Spenders And Savers Can Make Relationships Work
You know the feeling. You have a great idea about what to do with your money. It makes so much sense that you figure your partner will...
29 views0 comments
Danielle Seurkamp, CFP®
- Oct 29, 2020
- 2 min
The Curious Way Investors React To Uncertainty
Our physiological reaction to uncertainty can send us down a dangerous financial path.
18 views0 comments