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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
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Danielle Seurkamp, CFP®
Aug 30, 20210 min read
41 views
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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
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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
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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
44 views
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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
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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
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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
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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
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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
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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
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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
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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
185 views
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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
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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
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Danielle Seurkamp, CFP®
May 30, 20204 min read
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It’s Easy Being Green: Money Moves To Reduce Your Carbon Footprint
There are easy, actionable ways to reduce your individual carbon footprint.

Danielle Seurkamp, CFP®
Apr 27, 20203 min read
46 views
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Everything You Need to Know About the CARES Act Stimulus Legislation
The CARES Act was passed in response to the economic impact of the COVID-19 pandemic.
Here’s what you need to know.

Danielle Seurkamp, CFP®
Mar 31, 20204 min read
120 views
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On The Verge Of Selling Stocks? Read This First.
We feel the need to exert control in this highly uncertain time. That makes this a very vulnerable time to be an investor.

Danielle Seurkamp, CFP®
Mar 25, 20204 min read
40 views
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Don’t Let This Survival Instinct Derail Your Finances
The fear of not fitting in still greatly influences the decisions we make.It’s not just teenagers who follow friends off the Brooklyn Bridge

Danielle Seurkamp, CFP®
Mar 1, 20204 min read
74 views
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Financial insights for a life well spent.
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