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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.
Danielle Seurkamp, CFP®
Jul 27, 20234 min read
20 views
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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.
Danielle Seurkamp, CFP®
Jul 1, 20235 min read
24 views
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Mind Over Matter: Perspective for Investors on the US Debt Ceiling
Take in Dimensional Fund Advisors' perspective on the debt ceiling standoff and what it could mean for investors.
Danielle Seurkamp, CFP®
May 25, 20231 min read
14 views
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Teaching Your Kids About Money: Why, When & How
When kids receive financial education, it leads to better financial outcomes. Review our tips and resources for kids at every age.
Danielle Seurkamp, CFP®
Apr 24, 20233 min read
25 views
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When You’re Rich But You Identify As Poor
Recognizing my financial position creates a sense of near disbelief and confusion. Read on about financial identity and how it affects you.
Danielle Seurkamp, CFP®
Mar 30, 20235 min read
54 views
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Make Filing Your Returns Less Taxing
If the mere mention of tax season sends a cold chill down your spine, it might be worth taking some time to make things a little easier.
Danielle Seurkamp, CFP®
Feb 27, 20234 min read
47 views
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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
22 views
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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
37 views
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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
17 views
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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
19 views
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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
28 views
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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
38 views
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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
9 views
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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
17 views
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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
50 views
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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
13 views
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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
49 views
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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
38 views
0 comments


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
59 views
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Danielle Seurkamp, CFP®
Aug 30, 20210 min read
41 views
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Financial insights for a life well spent.
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