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3 days ago
2 min

How Will The Election Impact Markets?

Learn how markets have performed during previous administrations and around elections.

9 viewsWrite a comment

The Truth About Financial Advisors’ Services And Fees

Danielle Seurkamp, CFP®

Sep 1
5 min

The Truth About Financial Advisors’ Services And Fees

Save yourself some time with this guide to the most common types of advisors, how they are paid and the duty they owe to you as their client

40 viewsWrite a comment

Win-Win Charitable Giving Strategies Under New Tax Laws

Danielle Seurkamp, CFP®

Aug 1
4 min

Win-Win Charitable Giving Strategies Under New Tax Laws

How the Tax Cuts & Jobs Act, SECURE Act and CARES Act should impact your charitable giving strategy.

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The Biggest Financial Risk You Don't Know You're Taking

Danielle Seurkamp, CFP®

Jul 1
4 min

The Biggest Financial Risk You Don't Know You're Taking

If you think your employer's insurance is all you need, think again.

34 viewsWrite a comment

What The Toilet Paper Hoarders Can Teach Us About Money

Danielle Seurkamp, CFP®

May 30
4 min

What The Toilet Paper Hoarders Can Teach Us About Money

There aren’t enough tests. The meat aisle is empty. Jobs are disappearing. Everyone is out of toilet paper! As someone with a history of ...

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It’s Easy Being Green: Money Moves To Reduce Your Carbon Footprint

Danielle Seurkamp, CFP®

Apr 27
3 min

It’s Easy Being Green: Money Moves To Reduce Your Carbon Footprint

There are easy, actionable ways to reduce your individual carbon footprint.

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Everything You Need to Know About the CARES Act Stimulus Legislation

Danielle Seurkamp, CFP®

Mar 31
4 min

Everything You Need to Know About the CARES Act Stimulus Legislation

The CARES Act was passed in response to the economic impact of the COVID-19 pandemic. Here’s what you need to know.

94 viewsWrite a comment

On The Verge Of Selling Stocks? Read This First.

Danielle Seurkamp, CFP®

Mar 25
4 min

On The Verge Of Selling Stocks? Read This First.

We feel the need to exert control in this highly uncertain time. That makes this a very vulnerable time to be an investor.

27 viewsWrite a comment

Don’t Let This Survival Instinct Derail Your Finances

Danielle Seurkamp, CFP®

Mar 1
4 min

Don’t Let This Survival Instinct Derail Your Finances

The fear of not fitting in still greatly influences the decisions we make.It’s not just teenagers who follow friends off the Brooklyn Bridge

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What To Do Instead Of Preparing For A Market Downturn

Danielle Seurkamp, CFP®

Feb 1
4 min

What To Do Instead Of Preparing For A Market Downturn

Worrying about when the stock market will come crashing down? Try this unexpected practice to help. (Photography by pch.vector)

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How the SECURE Act Could Diminish Your Beneficiaries' Inheritance

Danielle Seurkamp, CFP®

Dec 31, 2019
4 min

How the SECURE Act Could Diminish Your Beneficiaries' Inheritance

The SECURE Act (Setting Every Community Up for Retirement Enhancement) was passed in late December and includes a variety of changes that...

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Danielle Seurkamp, CFP®

Oct 31, 2019
4 min

How I Overcame The Fear Of Going Broke

There are people who know from an early age what they want to do with their life. They know they want to be a doctor, or a baseball playe...

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Before You Quit: Financial Moves To Make Ahead Of A Job Move

Danielle Seurkamp, CFP®

Aug 27, 2019
4 min

Before You Quit: Financial Moves To Make Ahead Of A Job Move

We all know what happens when someone is looking for a new job. It starts with a recurring case of the Monday morning blues spent reading...

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Simple Ways To Put Your Finances On Autopilot

Danielle Seurkamp, CFP®

Jun 13, 2019
4 min

Simple Ways To Put Your Finances On Autopilot

Have you ever had a waiter or waitress take your order without writing it down? Whenever that happens to me, I am so impressed when my or...

21 viewsWrite a comment

Danielle Seurkamp, CFP®

May 17, 2019
4 min

5 Ways To Reduce Your Fear To Spend

Anyone who has ever quit smoking, gone on a diet, attempted to wake up earlier or exercise more often knows that re-programming our behav...

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How I Broke A Spending Habit That Was Wrecking My Budget

Danielle Seurkamp, CFP®

Dec 19, 2018
4 min

How I Broke A Spending Habit That Was Wrecking My Budget

A few years ago, the night before a big event where I wasn’t going to know many people, I left work and headed to the mall. In shoes that...

22 viewsWrite a comment

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Financial planning insights for a life well spent.

How Will The Election Impact Markets?

The Truth About Financial Advisors’ Services And Fees

Win-Win Charitable Giving Strategies Under New Tax Laws

The Biggest Financial Risk You Don't Know You're Taking

What The Toilet Paper Hoarders Can Teach Us About Money

It’s Easy Being Green: Money Moves To Reduce Your Carbon Footprint

Everything You Need to Know About the CARES Act Stimulus Legislation

On The Verge Of Selling Stocks? Read This First.

Don’t Let This Survival Instinct Derail Your Finances

What To Do Instead Of Preparing For A Market Downturn

How the SECURE Act Could Diminish Your Beneficiaries' Inheritance

How I Overcame The Fear Of Going Broke

Before You Quit: Financial Moves To Make Ahead Of A Job Move

Simple Ways To Put Your Finances On Autopilot

5 Ways To Reduce Your Fear To Spend

How I Broke A Spending Habit That Was Wrecking My Budget

Financial planning insights for a life well spent.

Meet at our office or virtually!

Well Spent is located in Cincinnati but offers virtual services to clients around the country.

Financial planning insights for a life well spent.

Meet at our office or virtually!

Well Spent is located in Cincinnati but offers virtual services to clients around the country.

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