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Blog

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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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
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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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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

 

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