Skip to main content
menu
  • Home
  • About
    • About Us
    • Our Team
    • Our Holistic Approach
  • Wealth Practices
    • Financial Planning
    • College Planning
    • Business Owners
    • Estate Planning
    • Women in Transition
  • Resources
    • LPL Weekly Commentary
    • Financial Calculators
    • Blog
  • Contact
  • Client Login
  • Personalized Client Experience

    Taking care of what's important so you can focus on what matters most to you.

    Learn More

Blog

A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Danielle Ives | Sep 26, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
handshake
Danielle Ives | Sep 20, 2022

What are Employee Stock Options, and why should I care?

Finance
Investments

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this

Read More
Hand holding a large bundle of balloons
Danielle Ives | Sep 12, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Danielle Ives | Sep 8, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
A couple working in their kitchen together
Danielle Ives | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Danielle Ives | Aug 25, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Danielle Ives | Aug 8, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Danielle Ives | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
A teenager holding a yellow and blue longboard talking to her friend
Danielle Ives | Jul 20, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
Mother and child working on a laptop together
Danielle Ives | Jul 4, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Danielle Ives | Jun 29, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
Two yellow balloons with smiley faces on them
Danielle Ives | Jun 10, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Current page 8
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Next page Next ›
  • Last page Last »

Office

780 Newtown-Yardley Rd. Suite 310

Yardley, PA 18901

 

2828 N. Country Club Dr. Ste 105

Tucson, AZ 85716

 

 

 

Contact Info

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

Get in Touch

Securities offered through LPL FInancial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Formation Financial and Great Valley Advisor Group are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

GVA CRS, ADV 2A and privacy policy

LPL Financial Form CRS

© 2025 Formation Financial All rights reserved.