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Tax Strategies


What the One Big Beautiful Bill Tax Law Means for Your Finances in 2025
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.

Jeff Schlotterbeck, CFP®


Financial Life Mind Map: A Visual Approach to Financial Clarity
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.

Jeff Schlotterbeck, CFP®


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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