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Retirement


What to Do With Your 401(k) When You Leave a Job?
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.

Jeff Schlotterbeck, CFP®
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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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Life After Retirement: How to Plan for a Fulfilling Next Chapter
Retirement isn’t just about leaving the workforce—it’s about stepping into a new way of life. In this post, I share real stories, helpful tips, and ideas to help you build a retirement that’s not only financially secure, but also meaningful and fulfilling.

Jeff Schlotterbeck, CFP®
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