top of page
Search


3 Common Investing Mistakes
Avoid these common three mistakes when investing your portfolio.

Danielle Seurkamp, CFP®
Feb 27, 20244 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.

Danielle Seurkamp, CFP®
Jan 30, 20244 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,...

Danielle Seurkamp, CFP®
Dec 27, 20232 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.

Danielle Seurkamp, CFP®
Nov 27, 20234 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.

Danielle Seurkamp, CFP®
Oct 23, 20233 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.

Danielle Seurkamp, CFP®
Sep 27, 20231 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.

Danielle Seurkamp, CFP®
Sep 1, 20235 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.

Danielle Seurkamp, CFP®
Jul 27, 20234 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.

Danielle Seurkamp, CFP®
Jul 1, 20235 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.

Danielle Seurkamp, CFP®
May 25, 20231 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.

Danielle Seurkamp, CFP®
Apr 24, 20233 min read


When You’re Rich But You Identify As Poor
Recognizing my financial position creates a sense of near disbelief and confusion. Read on about financial identity and how it affects you.

Danielle Seurkamp, CFP®
Mar 30, 20235 min read


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.

Danielle Seurkamp, CFP®
Feb 27, 20234 min read


Ending In The Green
It is becoming increasingly possible to minimize our carbon footprint even after we are gone.

Danielle Seurkamp, CFP®
Jan 30, 20234 min read


What You Need To Know About SECURE 2.0
The bill involves changes to how retirement plans will function. If passed, these are the provisions that are most likely to affect you.

Danielle Seurkamp, CFP®
Jan 1, 20234 min read


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.

Danielle Seurkamp, CFP®
Oct 27, 20221 min read


How Financial Planning and Financial Therapy Changes Couples' Lives
Danielle joins Ed Coambs on the Healthy Love & Money Podcast.

Danielle Seurkamp, CFP®
Sep 29, 20221 min read


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.

Danielle Seurkamp, CFP®
Aug 30, 20224 min read


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.

Danielle Seurkamp, CFP®
Aug 1, 20225 min read


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.

Danielle Seurkamp, CFP®
Jun 30, 20221 min read
Financial insights for a life well spent.
bottom of page