Retirement

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.

The One Big Beautiful Bill Act, passed in 2025, brings sweeping changes to the U.S. tax code that could significantly impact your finances. From larger standard deductions and expanded child tax credits to major student loan reforms and updates to 529 plans, this new law touches nearly every aspect of household planning. In this post, I break down what you need to know—and how to prepare for what’s ahead.

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.

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...

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.