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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...

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.

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.

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.

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.