Money Habits

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.

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.