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Danielle Seurkamp, CFP®
4 minutes ago4 min read
Make Filing Your Returns Less Taxing
It’s that time of year again: tax season. If the mere mention of tax season sends a cold chill down your spine, which I understand as a...
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Danielle Seurkamp, CFP®
Jan 215 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.
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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.
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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!
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Financial insights for a life well spent.
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