top of page
Contact Me at 813-484-7877


6 Common Estate Planning Myths That Are Worth a Second Look
Having a will doesn’t necessarily mean your estate planning is finished. Here are six common estate planning myths involving probate, beneficiaries, powers of attorney, healthcare wishes, and estate taxes that may be worth another look.

Jeff Schlotterbeck, CFP®


Long-Term Investing: Why Slow Progress Is So Easy to Miss
Bad news tends to arrive quickly, while meaningful progress often happens gradually. Here’s why investors should pay attention to the slow-moving changes in markets and their own financial plans.

Jeff Schlotterbeck, CFP®


The Cost of Missing the Best Days in the Market: Staying Invested During Market Volatility
Staying Invested Beats Timing the Market During periods of market volatility, it's completely normal to feel uncertain or anxious. But...

Jeff Schlotterbeck, CFP®
bottom of page
