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.
top of page
Search
Danielle Seurkamp, CFP®
- Sep 1
- 5 min
Best Practices For Cash Management
Let’s discuss how to determine how much cash you need on hand, how to protect it, and how to get the most return on your savings.
9 views0 comments
Danielle Seurkamp, CFP®
- Jul 27
- 4 min
Challenging Limiting Beliefs For The Sake Of Your Financial Life
Recognizing our own beliefs is an important part of financial success. Even views that don’t seem to be about money can hold us back.
8 views0 comments
Danielle Seurkamp, CFP®
- Jul 1
- 5 min
Maximizing Financial Aid Under New Rules
Understanding how much financial aid you might receive is no easy task, especially for students entering college in the Fall of 2024.
4 views0 comments
Danielle Seurkamp, CFP®
- May 25
- 1 min
Mind Over Matter: Perspective for Investors on the US Debt Ceiling
Take in Dimensional Fund Advisors' perspective on the debt ceiling standoff and what it could mean for investors.
8 views0 comments
Danielle Seurkamp, CFP®
- Apr 24
- 3 min
Teaching Your Kids About Money: Why, When & How
When kids receive financial education, it leads to better financial outcomes. Review our tips and resources for kids at every age.
20 views0 comments
Danielle Seurkamp, CFP®
- Mar 30
- 5 min
When You’re Rich But You Identify As Poor
Recognizing my financial position creates a sense of near disbelief and confusion. Read on about financial identity and how it affects you.
35 views0 comments
Danielle Seurkamp, CFP®
- Feb 27
- 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.
45 views0 comments
Danielle Seurkamp, CFP®
- Jan 30
- 4 min
Ending In The Green
It is becoming increasingly possible to minimize our carbon footprint even after we are gone.
20 views0 comments
Danielle Seurkamp, CFP®
- Jan 1
- 4 min
What You Need To Know About SECURE 2.0
The bill involves changes to how retirement plans will function. If passed, these are the provisions that are most likely to affect you.
36 views0 comments
Danielle Seurkamp, CFP®
- Nov 29, 2022
- 3 min
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.
29 views0 comments
Danielle Seurkamp, CFP®
- Oct 27, 2022
- 1 min
2023 Wise Wellness Report Featuring Well Spent Wealth Planning
Danielle takes on the topic of Financial Fitness alongside a wealth of other wellness expertise from the Wise Wellness Guild.
12 views0 comments
Danielle Seurkamp, CFP®
- Sep 29, 2022
- 1 min
How Financial Planning and Financial Therapy Changes Couples' Lives
Danielle joins Ed Coambs on the Healthy Love & Money Podcast.
11 views0 comments
Danielle Seurkamp, CFP®
- Aug 30, 2022
- 4 min
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.
25 views0 comments
Danielle Seurkamp, CFP®
- Aug 1, 2022
- 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.
25 views0 comments
Danielle Seurkamp, CFP®
- Jun 30, 2022
- 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.
8 views0 comments
Danielle Seurkamp, CFP®
- May 30, 2022
- 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.
15 views0 comments
Danielle Seurkamp, CFP®
- May 1, 2022
- 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
47 views0 comments
Danielle Seurkamp, CFP®
- Mar 31, 2022
- 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.
10 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.
44 views0 comments
Financial insights for a life well spent.
bottom of page