top of page
Contact Me at 813-484-7877


Phantom Income Tax on Investments: Why You May Owe Taxes on Money You Never Received
Phantom income tax on investments can leave you owing taxes on money you never received. Learn what causes it and how planning ahead can prevent unwanted surprises at tax time.

Jeff Schlotterbeck, CFP®


Why the Stock Market Is Rising Even as the U.S. Economy Slows
The U.S. economy is slowing — but the stock market keeps climbing. Discover why lower interest rate expectations, tech giants’ earnings, and investor sentiment are driving gains despite weak economic data.

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®
bottom of page
