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Persevering The Dip
Somewhere in between the plateau we were on when we started and the higher plateau of success lies the dip.

Danielle Seurkamp, CFP®
May 30, 20224 min read


Make Negative Returns A Positive For Your Portfolio
The worst thing we can do is retreat from bad markets by cashing out but there are a few financial moves to consider when the market is down

Danielle Seurkamp, CFP®
May 1, 20224 min read


Market Madness: Pick NCAA Bracket Teams, Not Stocks
This March has shown us there are some striking parallels between the tournament on the court and the one in the market.

Danielle Seurkamp, CFP®
Mar 31, 20223 min read


Take The Guesswork Out Of Investing Your 401(k)
Your 401(k) is often your largest investment asset. Find out what you need to know to select the best investment options in your plan.

Danielle Seurkamp, CFP®
Nov 30, 20214 min read


Open Enrollment: How To Choose The Best Health Insurance Plan
This is undoubtedly one of the most important benefits employers offer but how do you know which healthcare plan is right for you?

Danielle Seurkamp, CFP®
Nov 1, 20214 min read


9 Tips And Traps Of Roth IRAs
Roth IRAs aren’t innately complex but they offer significant tax benefits, so there are limitations to how and when they can be used.

Danielle Seurkamp, CFP®
Oct 1, 20215 min read



Danielle Seurkamp, CFP®
Aug 30, 20210 min read


The Danger In What You Think You Know About Money
The nature of our minds is to believe that we have all the information that is relevant and important to a decision even when we don’t.

Danielle Seurkamp, CFP®
Aug 1, 20214 min read


This Negotiating Skill Can Make You A Better Investor
The question about how best to negotiate is about how best to exploit the anchoring effect, which we can also use to be better investors.

Danielle Seurkamp, CFP®
Jun 1, 20214 min read


When Should We Start Worrying About Deficit Spending?
Whether you color yourself red, blue, or purple, proposed federal spending may have you asking where is the money coming from? Let's discuss

Danielle Seurkamp, CFP®
May 1, 20215 min read


How Scary Is The IRS?
If you have a little resting anxiety about the IRS, allow me to clarify what actually happens in response to the most common tax errors.

Danielle Seurkamp, CFP®
Mar 1, 20214 min read


Investing Is Not A Game, Stop.
You have likely heard a lot about Game Stop, Robinhood, and Reddit over the past week. If not, the short version is this: There is a...

Danielle Seurkamp, CFP®
Feb 1, 20212 min read


Why I Nearly Passed Up Saving Thousands In Taxes
No one is as impacted by our financial decisions as we are and that makes it exceedingly difficult to be objective about our money.

Danielle Seurkamp, CFP®
Jan 27, 20214 min read


How To Set Goals That Will Increase Your Happiness
Do you ever find yourself daydreaming, imagining how happy you will be when you get that house on the beach, when you write that last...

Danielle Seurkamp, CFP®
Dec 22, 20204 min read


How Spenders And Savers Can Make Relationships Work
You know the feeling. You have a great idea about what to do with your money. It makes so much sense that you figure your partner will...

Danielle Seurkamp, CFP®
Nov 26, 20204 min read


The Curious Way Investors React To Uncertainty
Our physiological reaction to uncertainty can send us down a dangerous financial path.

Danielle Seurkamp, CFP®
Oct 29, 20202 min read


How Will The Election Impact Markets?
Learn how markets have performed during previous administrations and around elections.

Danielle Seurkamp, CFP®
Sep 28, 20202 min read


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 their clients.

Danielle Seurkamp, CFP®
Aug 31, 20205 min read


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.

Danielle Seurkamp, CFP®
Jul 31, 20204 min read


The Biggest Financial Risk You Don't Know You're Taking
If you think your employer's insurance is all you need, think again.

Danielle Seurkamp, CFP®
Jun 30, 20204 min read
Financial insights for a life well spent.
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