All Posts

Market volatility can feel unsettling when headlines are loud. This post explains why turbulence is normal, why reactions matter more than markets, and how staying disciplined supports long-term success.

As income and success grow, financial complexity often creates hidden drag. Learn how the coordination problem affects high-income households—and why CFO-level planning matters.

A review of 2025 market performance and key lessons investors can carry into 2026.

A clear overview of 2026 tax law changes, including deductions, credits, retirement limits, and planning considerations.

Phantom income tax on investments can leave you owing taxes on money you never received. Learn what causes it and how planning ahead can prevent unwanted surprises at tax time.

Waiting until 70 to claim Social Security isn’t always the smartest move. Your health, lifestyle, and retirement goals all play a role. Discover how a free Social Security Optimization Report can help you decide when to claim benefits for the retirement you actually want.

The Federal Reserve just cut interest rates for the first time this year—a small move with big implications. From mortgages and credit cards to investments and retirement planning, even a quarter-point shift can ripple through your financial life. Here’s what the Fed’s decision means for you and why staying proactive with your plan matters.

Discover how the value of financial advice can add up to 3% in net returns. Vanguard research explains Adviser’s Alpha and why guidance matters.

The U.S. economy is slowing — but the stock market keeps climbing. Discover why lower interest rate expectations, tech giants’ earnings, and investor sentiment are driving gains despite weak economic data.

A recent shift in U.S. trade policy introduced new tariffs—but markets reacted with surprising optimism. Here's why the news is “less bad” than expected and what it means for your investments.

The One Big Beautiful Bill Act, passed in 2025, brings sweeping changes to the U.S. tax code that could significantly impact your finances. From larger standard deductions and expanded child tax credits to major student loan reforms and updates to 529 plans, this new law touches nearly every aspect of household planning. In this post, I break down what you need to know—and how to prepare for what’s ahead.

Older Americans lost nearly $5 billion to online scams last year. Learn the warning signs and how to protect yourself and your loved ones from these increasingly sophisticated fraud tactics.

When global conflict rattles the headlines, it’s natural to worry about your investments. But history shows that markets often recover—and even grow—in the months that follow. In this post, I share data-backed insights on how the S&P 500 has responded to past geopolitical events and why staying the course can pay off.

Staying Invested Beats Timing the Market During periods of market volatility, it's completely normal to feel uncertain or anxious. But...

Warren Buffett’s success isn’t just about returns—it’s about timeless principles like patience, simplicity, and staying the course. In this post, I break down key Warren Buffett investment principles and how you can apply them to your own long-term financial plan.

See your full financial picture on one page. Learn how my Financial Life Mind Map process—powered by Asset-Map—helps clients make smarter decisions and stay organized.

Being named as someone’s Power of Attorney comes with more than just a title—it comes with serious legal and financial responsibilities. In this post, we break down key Power of Attorney responsibilities, what you can and can’t do, and how to navigate this important role with confidence.

Starting college? Learn six practical money moves every freshman should make—from budgeting basics to building a professional profile. Set yourself up for success early.

Left a job and unsure what to do with your 401(k)? Whether you’re considering a rollover, IRA, or simply leaving it where it is, understanding your options can help you make the most of your retirement savings. In this post, Tampa-based financial advisor Jeff Schlotterbeck, CFP®, breaks down the pros and cons of each path—and how to decide what’s right for you.

Understanding IRA accounts is a key step in building a secure retirement plan . An IRA—short for Individual Retirement Account—is a...