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Family & Legacy

Close-up of a brass door handle and lock on a wooden door, with a key inserted and hanging tag.

Close-up of a brass door handle and lock on a wooden door, with a key inserted and hanging tag.

6 Common Estate Planning Myths That Are Worth a Second Look

Having a will doesn’t necessarily mean your estate planning is finished. Here are six common estate planning myths involving probate, beneficiaries, powers of attorney, healthcare wishes, and estate taxes that may be worth another look.

Estate Planning

Jeff Schlotterbeck, CFP®

Couple relaxes in deck chairs, using laptops outside a cream RV. Bright, sunny day with potted flowers and wooden deck, creating a cozy vibe.

Couple relaxes in deck chairs, using laptops outside a cream RV. Bright, sunny day with potted flowers and wooden deck, creating a cozy vibe.

The Three Phases of Retirement: A More Flexible Way to Think About Retirement

Retirement rarely unfolds as one steady phase of life. Research shows it often moves through three distinct stages, each with different spending patterns, priorities, and financial considerations.

Jeff Schlotterbeck, CFP®

Power of Attorney Responsibilities: What You Need to Know Before Accepting the Role

Power of Attorney Responsibilities: What You Need to Know Before Accepting the Role

Power of Attorney Responsibilities: What You Need to Know Before Accepting the Role

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.

Estate Planning

Jeff Schlotterbeck, CFP®

At Water Street Wealth, your financial journey is my top priority. As a fee-only fiduciary serving Tampa Bay families and individuals, I simplify complex financial planning with personalized strategies that help you plan with confidence, invest wisely, and secure your future.

With a holistic approach to financial management, I guide you through every step, including retirement planning, tax strategies, wealth management, and more, so you can focus on what matters most with clarity and peace of mind.

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12191 W. Linebaugh Avenue

Suite 611

Tampa Florida 33626

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Farther Finance Advisors, LLC is an SEC-registered Investment Advisor. The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results.

Water Street Wealth Management is not affiliated, associated, or endorsed by Strategic Property Partners LLC or Water Street Tampa

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