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

Young woman pouring a drink for an older woman. They are sitting together at a table.
Danielle Ives | May 25, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Two people having a picnic by a lake
Danielle Ives | Apr 18, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Elderly woman doing yoga in a park
Danielle Ives | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Danielle Ives | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
Hands holding a small wrapped present
Danielle Ives | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Danielle Ives | Feb 17, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Two older businesspeople looking at a tablet screen
Danielle Ives | Feb 8, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Credit card being held
Danielle Ives | Jan 17, 2022

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Danielle Ives | Jan 10, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
House in wide view
Danielle Ives | Jan 3, 2022

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Danielle Ives | Dec 27, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
Danielle Ives | Dec 20, 2021

Asset Allocation = Risk Allocation

Finance
FINRA Reviewed
Premium
Risk Management
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Current page 9
  • Page 10
  • Page 11
  • Page 12
  • Page 13
  • 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.