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Life Planning


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.

Jeff Schlotterbeck, CFP®


Where Should Your Next Dollar Go? A Simple Framework for Financial Priorities
Should you save more, pay down debt, build an emergency fund, or invest? This financial priority framework can help you think through where your next dollar may have the greatest impact.

Jeff Schlotterbeck, CFP®


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®


The College Grind: 6 College Freshman Money Tips to Start Strong
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.

Jeff Schlotterbeck, CFP®
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