Water Street Wealth Management

09/04/2026

A great way to head into Labor Day weekend. I’m always grateful when someone takes the time to share their experience.

Thank you, Marla, for the kind words. I truly appreciate it.

Hope everyone has a safe and relaxing Labor Day weekend!

wt.reviews/jeff-schlotterbeck

08/28/2026

Five Star Friday! ⭐⭐⭐⭐⭐

Financial planning should help make life feel more organized, not more complicated.

Thanks, Carla, for the kind words and for trusting me and our team to help with your financial planning. We really appreciate it!

https://wt.reviews/jeff-schlotterbeck

08/24/2026

Ever feel like your financial life is scattered all over the place?

401(k)s, IRAs, bank accounts, insurance, Social Security, real estate, estate documents...there can be a lot to keep track of.

That's why one of the first things I do with clients is create a Financial Life Mind Map. It puts everything on one page so we can see how all the pieces fit together and where we may need to focus.

Sometimes just getting organized is one of the most valuable parts of the planning process.

Here's a quick look at how it works:

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.

08/20/2026

Bad news is fast. Good news often isn’t.

A sharp market decline can dominate the headlines within hours. Meanwhile, meaningful progress tends to happen gradually and can be easy to overlook.

The same is true in our financial lives. Spending can slowly creep higher. Savings can gradually fall behind. An investment strategy can drift away from its original purpose.

In my latest blog post, I look at why slow progress—and slow-moving risks—often escape our attention, and why taking a longer-term view matters.

Read the full article here:

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.

08/11/2026

Save more for retirement. Build an emergency fund. Pay off debt. Invest more.

All of those may be good financial goals. The harder question is: Which one should come first?

In my latest blog post, I walk through a simple framework for thinking about financial priorities and where your next dollar might have the greatest impact.

There isn't one perfect order for everyone. Your income, debt, taxes, benefits, family, and goals all matter. But having a framework can make competing financial decisions a lot easier to evaluate.

Read the full article here:

Should you save more, pay down debt, build an emergency fund, or invest? This financial priority framework can help you think through where your next dollar may have the greatest impact.

08/07/2026

SAVE THE DATE!

I’m excited to support the 5th Annual Co****le for a Cause coming up next weekend!

📅 Saturday, August 15, 2026 at 11:00 AM
📍 Wild Rover Brewing Company

The event benefits the Travis Manion Foundation, helping empower veterans and families of fallen heroes to develop character in future generations.

As part of the event, I donated a Bourbon Enthusiast Basket to raffle off featuring Blanton’s, Buffalo Trace and a bunch of other great bourbon goodies.

🎟️ Grab your bourbon raffle tickets here:
https://www.zeffy.com/en-US/ticketing/cornhole-for-a-cause-bourbon-basket-raffle

Quick tip: At checkout, where it says “Help us keep Zeffy free,” choose Other and enter $0 to waive the service fee.

If you’re interested, grab a few tickets and please feel free to share. Hope to see some familiar faces out there!

Bourbon Enthusiast RaffleSupport an incredible cause while entering for your chance to win a premium bourbon gift basket!One lucky winner will receive a…

07/17/2026

Ready to get your financial life organized?

I've made it easy to get started online.

Simply use the secure link below to:

* Create your account
* Enter your financial information
* Begin tracking your net worth, investments, income, and spending

From there, we'll build a personalized financial plan based on your goals and identify opportunities around retirement, taxes, investments, and more.

If you've been putting off getting organized, this is a simple first step.

Get started here:
https://bit.ly/WaterStreetWealthPortal

07/13/2026

The headlines only tell part of the story.

I just published a quick 5-minute market update covering what happened during the second quarter, the key themes I'm watching, and why staying focused on your long-term plan still matters.

If you have a few minutes, I hope you'll check it out. As always, if you have questions about your own portfolio or financial plan, I'm happy to chat.

What savvy investors are watching now

07/03/2026

As we get ready to celebrate the Fourth of July, I wanted to take a moment to wish everyone a safe and enjoyable holiday weekend.

Independence Day is a great reminder to appreciate the freedoms and opportunities we often take for granted, along with the family, friends, and communities that make those freedoms meaningful.

Whether you're spending the weekend at the beach, around the grill, on the boat, or simply relaxing with family, I hope you have a chance to slow down and enjoy it.

Happy Fourth of July from my family to yours.

07/02/2026

I'm grateful for the kind words from Loren at L Pincus Law, PLLC

One of the things I enjoy most is building relationships with other professionals who put their clients first. While we serve clients in different ways, it's great to have trusted attorneys like Loren to collaborate with when our clients need guidance beyond financial planning.

Thanks again, Loren. I appreciate your support and look forward to continuing our partnership.