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. Download our checklist now!
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Danielle Seurkamp, CFP®
Oct 316 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.
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Danielle Seurkamp, CFP®
Aug 293 min read
MoneyGeek Contribution: Term vs. Whole Life Insurance
Check out Danielle's contributions to the MoneyGeek article "Term vs. Whole Life Insurance"
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Danielle Seurkamp, CFP®
Aug 264 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.
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Danielle Seurkamp, CFP®
Jul 224 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!
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Danielle Seurkamp, CFP®
Jun 288 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.
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Danielle Seurkamp, CFP®
May 283 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.
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Danielle Seurkamp, CFP®
Apr 234 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.
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Danielle Seurkamp, CFP®
Mar 254 min read
One Approach To Sustainable Investing
There are many ways to invest with more than just profit in mind. Learn the common pitfalls and how we navigate them.
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Danielle Seurkamp, CFP®
Feb 274 min read
3 Common Investing Mistakes
Avoid these common three mistakes when investing your portfolio.
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Danielle Seurkamp, CFP®
Jan 304 min read
IRS Penalties Have Doubled - Do This To Avoid Them
It is worth aligning our tax payments with our current year's tax, especially in light of the higher underpayment penalties in effect now.
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Danielle Seurkamp, CFP®
Dec 27, 20232 min read
Will Your Birthday Impact Your Finances This Year?
Many IRS rules are directly related to age. Most of your tax deductions, credits, and penalties are based on how old you, your spouse,...
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Danielle Seurkamp, CFP®
Nov 27, 20234 min read
Comparing Job Offers: Going Beyond Base Salary
Let’s delve into key elements of job offers. Understanding the nuances can help you make an informed decision that aligns with your goals.
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Danielle Seurkamp, CFP®
Oct 23, 20233 min read
Fall 2023 Market Udpate
Perspective drives our actions. If our perspective is overly positive or negative, we may seek out behaviors that hurt us in the long run.
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Danielle Seurkamp, CFP®
Sep 27, 20231 min read
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.
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Danielle Seurkamp, CFP®
Sep 1, 20235 min read
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.
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Danielle Seurkamp, CFP®
Jul 27, 20234 min read
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.
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Danielle Seurkamp, CFP®
Jul 1, 20235 min read
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.
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Danielle Seurkamp, CFP®
May 25, 20231 min read
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.
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Danielle Seurkamp, CFP®
Apr 24, 20233 min read
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.
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Financial insights for a life well spent.
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