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Blog

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
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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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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Danielle Ives | Dec 19, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Danielle Ives | Dec 12, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Hand holding a bill with a red "Past Due" stamp on it
Danielle Ives | Dec 5, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Danielle Ives | Nov 28, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A row of houses along a canal
Danielle Ives | Nov 21, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Danielle Ives | Nov 14, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Danielle Ives | Nov 7, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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780 Newtown-Yardley Rd. Suite 310

Yardley, PA 18901

 

 

 

 

 

Contact Info

Danielle J. Ives

danielleives@formationfinancial.net

Therese O'Connell

toconnell@formationfinancial.net

P: 267-433-0542

 

Get in Touch

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