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Money Habits

Woman in glasses and a black jacket works on a laptop at a wooden table, with papers and a phone nearby, in a bright room.

Woman in glasses and a black jacket works on a laptop at a wooden table, with papers and a phone nearby, in a bright room.

Understanding IRA Accounts: What You Need to Know About Retirement Savings

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

Jeff Schlotterbeck, CFP®

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A man and woman jog on a leafy path, smiling at each other. They wear athletic gear, and the background is lush and green, creating a lively mood.

A man and woman jog on a leafy path, smiling at each other. They wear athletic gear, and the background is lush and green, creating a lively mood.

7 Financial Fitness Habits to Strengthen Your Money Mindset

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.

Financial Wellness

Jeff Schlotterbeck, CFP®

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At Water Street Wealth, your financial journey is my top priority. As a fee-only fiduciary, I simplify complex financial planning for busy families and individuals, providing 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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