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Blog

Two elderly people sitting on a bench looking at the sea
Danielle Ives | Aug 7, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Woman with graduation cap looking at the sky
Danielle Ives | Jul 31, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Two people at work high fiving at a desk
Danielle Ives | Jul 24, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Man sitting on bench in park
Danielle Ives | Jul 18, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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A calculator and a pen on top of a graph
Danielle Ives | Feb 13, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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default blog image
Danielle Ives | Feb 6, 2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Man sitting on a park bench and working on a laptop
Danielle Ives | Jan 30, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
Danielle Ives | Jan 23, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Danielle Ives | Jan 16, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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fair lights in hands
Danielle Ives | Jan 9, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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coins in a cup with growing plant
Danielle Ives | Jan 2, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
Read More
Hand holding a page with several charts on it
Danielle Ives | Dec 26, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Yardley, PA 18901

 

2828 N. Country Club Dr. Ste 105

Tucson, AZ 85716

 

 

 

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Danielle J. Ives

danielleives@formationfinancial.net

 

Therese O'Connell

toconnell@formationfinancial.net

 

Courtney Terry

courtneyterry@formationfinancial.net

 

P: 267-433-0542

Virginia Office: 267-433-0542

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