top of page
Search
Danielle Seurkamp, CFP®
3 days ago5 min read
An Investing Plan for This Year: Doing Less Can Lead to More
From DFA's David Booth:
Investing is different in a way many of us have a hard time accepting: Doing less often means ending up with more.
4 views0 comments
Danielle Seurkamp, CFP®
Dec 16, 20246 min read
Social Security Changes in 2025 and Beyond
Several key changes to Social Security are being considered. Let’s walk through them so you are prepared for what’s ahead.
30 views0 comments
Danielle Seurkamp, CFP®
Nov 19, 20243 min read
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!
67 views0 comments
Danielle Seurkamp, CFP®
Oct 31, 20246 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.
12 views0 comments
Danielle Seurkamp, CFP®
Aug 29, 20243 min read
MoneyGeek Contribution: Term vs. Whole Life Insurance
Check out Danielle's contributions to the MoneyGeek article "Term vs. Whole Life Insurance"
11 views0 comments
Danielle Seurkamp, CFP®
Aug 26, 20244 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.
17 views0 comments
Danielle Seurkamp, CFP®
Jul 22, 20244 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!
19 views0 comments
Danielle Seurkamp, CFP®
Jun 28, 20248 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.
21 views0 comments
Danielle Seurkamp, CFP®
May 28, 20243 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.
45 views0 comments
Danielle Seurkamp, CFP®
Apr 23, 20244 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.
18 views0 comments
Danielle Seurkamp, CFP®
Mar 25, 20244 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.
12 views0 comments
Danielle Seurkamp, CFP®
Feb 27, 20244 min read
3 Common Investing Mistakes
Avoid these common three mistakes when investing your portfolio.
26 views0 comments
Danielle Seurkamp, CFP®
Jan 30, 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.
15 views0 comments
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,...
17 views0 comments
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.
27 views0 comments
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.
34 views0 comments
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.
28 views0 comments
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.
23 views0 comments
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.
20 views0 comments
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.
18 views0 comments
Financial insights for a life well spent.
bottom of page