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Understanding IRA Accounts: What You Need to Know About Retirement Savings
Understanding IRA accounts is a key step in building a secure retirement plan . An IRA—short for Individual Retirement Account—is a...
Jeff Schlotterbeck, CFP®
5


7 Financial Fitness Habits to Strengthen Your Money Mindset
Financial fitness isn’t about how much money you have—it’s about how you manage it. In this post, I walk through seven habits that can help you build confidence with your finances and stay on track toward your goals.
Jeff Schlotterbeck, CFP®
4


Estate Planning for Families: Why You Shouldn’t Put It Off
Most people don’t realize how devastating the lack of an estate plan can be—until it’s too late. In this post, I walk through why estate planning matters for every family, what basic documents you need, and how to get started. Whether your life is simple or complex, a clear plan can protect your loved ones and preserve your legacy.
Jeff Schlotterbeck, CFP®
1


Smart Ways to Get Creative When Preparing for College
College isn’t getting any cheaper—but with a little creativity and planning, you can tackle the cost head-on. From FAFSA tips to scholarship ideas and essay advice, here’s how to make smarter decisions as you (or your student) gear up for the next big step.
Jeff Schlotterbeck, CFP®
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Life After Retirement: How to Plan for a Fulfilling Next Chapter
Retirement isn’t just about leaving the workforce—it’s about stepping into a new way of life. In this post, I share real stories, helpful tips, and ideas to help you build a retirement that’s not only financially secure, but also meaningful and fulfilling.
Jeff Schlotterbeck, CFP®
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