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.
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Danielle Seurkamp, CFP®
- Oct 27
- 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.
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Danielle Seurkamp, CFP®
- Sep 29
- 1 min
How Financial Planning and Financial Therapy Changes Couples' Lives
Danielle joins Ed Coambs on the Healthy Love & Money Podcast.
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Danielle Seurkamp, CFP®
- Aug 30
- 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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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?
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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.
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Danielle Seurkamp, CFP®
- Aug 30, 2021
- 0 min
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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.
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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.
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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
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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.
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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...
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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.
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