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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®
16 hours ago1 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 174 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 283 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 305 min read


Navigating Major Changes to Federal Student Loans
The federal playbook for student loans is shifting as the federal government steps back from lending. Learn how to navigate the current landscape.

Danielle Seurkamp, CFP®
Aug 274 min read


The Big Tax Bill – How Beautiful Is It?
With impacts to everything from tax rates, deductions, clean energy, and saving for the next generation, the OBBBA's impact is vast. Let’s discuss the provisions most likely to impact your tax return in the years ahead.

Danielle Seurkamp, CFP®
Jul 256 min read


Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty?

Danielle Seurkamp, CFP®
Jun 206 min read


IYKYK: Secrets to Getting the Most from your Health Savings Account
The Health Savings Account (HSA) may be the most underrated financial savings vehicle out there. Let’s discuss how you can use them to your advantage.

Danielle Seurkamp, CFP®
Jun 14 min read


Join the 4% Who Can Ace This Financial Quiz
Do you have a good understanding of the financial concepts underpinning many of our current headlines? Only 4% of Americans could ace this 7-question quiz - can you?

Danielle Seurkamp, CFP®
Apr 286 min read


On The House: Tips To Uncover The Gaps in Your Homeowners Coverage
With all the resources we put into our homes, it’s almost impossible to think that an unforeseen disaster could take them away. Of...

Danielle Seurkamp, CFP®
Mar 315 min read


Make Filing Your Returns Less Taxing
It’s that time of year again: tax season. If the mere mention of tax season sends a cold chill down your spine, which I understand as a...

Danielle Seurkamp, CFP®
Feb 274 min read


An Investing Plan for This Year: Doing Less Can Lead to More
From DFA's David Booth:
Investing is different in a way many of us have a hard time accepting: Doing less often means ending up with more.

Danielle Seurkamp, CFP®
Jan 215 min read


Social Security Changes in 2025 and Beyond
Several key changes to Social Security are being considered. Let’s walk through them so you are prepared for what’s ahead.

Danielle Seurkamp, CFP®
Dec 16, 20246 min read


Three Financial Dragons Women Need To Slay With Tori Dunlap
Women's financial regrets center on education, job pay & investing. Financial Feminist, Tori Dunlap, & I discuss how to slay these dragons.

Danielle Seurkamp, CFP®
Oct 31, 20246 min read


MoneyGeek Contribution: Term vs. Whole Life Insurance
Check out Danielle's contributions to the MoneyGeek article "Term vs. Whole Life Insurance"

Danielle Seurkamp, CFP®
Aug 29, 20243 min read


These Rule Changes Will Impact Your Next Real Estate Transaction
Discover how new real estate commission rules are reshaping home buying and selling, offering more transparency and potential savings.

Danielle Seurkamp, CFP®
Aug 26, 20244 min read


After-Tax Contributions Part Two- The Mega Backdoor Roth
Boost retirement savings beyond limits! Convert after-tax contributions to Roth for tax-free growth. Know the rules before you leap!

Danielle Seurkamp, CFP®
Jul 22, 20244 min read


A Guide To After-Tax Retirement Plan Contributions - Part One
Find out what after-tax contributions are, when they are, when they are appropriate, and how they can supercharge your tax-favored savings.

Danielle Seurkamp, CFP®
Jun 28, 20248 min read


Have an LLC, LLP, S Corp, or C Corp? Read This To Avoid Fines.
The Corporate Transparency Act requires businesses to report info on their owners or face fines. You may be a business owner & not know it.

Danielle Seurkamp, CFP®
May 28, 20243 min read


Overcoming The Universal Thinking Errors That Impact Financial Outcomes
Explore the inner workings of the mind, delving into the complexities of decision-making and cognitive biases that can impact our finances.

Danielle Seurkamp, CFP®
Apr 23, 20244 min read
Financial insights for a life well spent.
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