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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


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
Financial insights for a life well spent.
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