top of page
Search


Podcast: Understanding the Sandwich Generation
Danielle guests on the Sandwich Bread Podcast. The SBP is for people navigating the complex responsibilities of multigenerational life—caring for parents, raising children, and balancing personal and financial demands that often conflict.
Danielle Seurkamp, CFP®
Dec 11, 20251 min read


Financial Review Checklist: Year-End Edition
Think of it as your financial version of making a list and checking it twice—only this time, you're the one giving future you a gift.
Danielle Seurkamp, CFP®
Nov 17, 20254 min read


Pros and Cons of Investing in Gold
Does gold belong in your portfolio? As an investment, gold has unique pros and cons to consider before making it a part of your asset allocation.
Danielle Seurkamp, CFP®
Oct 28, 20253 min read


Catch Up on New 401(k) Rules
The IRS finally provided clarity on when and how new 401(k) plan rules will be implemented. Read on to see if you will face changes to 401(k) contributions and how to navigate them.
Danielle Seurkamp, CFP®
Sep 30, 20255 min read
Financial insights for a life well spent.
bottom of page