Financial Planning

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.

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...

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.