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Taylor Schulte, CFP

Founder and CEO, Define Financial

Phone: 619-577-4002
www.definefinancial.com

Taylor Schulte, CFP® is founder and CEO of Define Financial, a San Diego-based fee-only financial planning firm. Schulte is passionate about helping clients accumulate wealth and plan for retirement. He has a keen understanding of young professionals' financial needs and infuses industry-leading technology into his practice. Schulte was recently honored with the 2015 Five Star Wealth Manager Award and the 2015 Metro Mover award for making outstanding contributions to his profession.

Latest Features

Building Wealth
November 2016

6 Problems with Dividend Investing

This strategy may be all the rage with investors today, and that's just one good reason to stay away from it.

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Building Wealth
September 2016

A Simple Guide to College Savings Plans

Among your best options for saving for your child's education are 529 plans, Coverdell ESAs and custodial accounts.

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Building Wealth
June 2016

5 Tips to Start Your Estate Planning Today

No matter your age or financial situation, you need to be financially prepared for the inevitable.

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Building Wealth
June 2016

5 Tips to Help You Achieve Financial Independence

When you're just starting out, taking these easy first steps to take control of your finances can set you up for great success.

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Building Wealth
May 2016

5 Best Tips to Save Money on Taxes Next Year

These tax experts share their best advice to improve your financial position for future tax seasons.

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Building Wealth
May 2016

Never Get in Trouble with Credit Card Debt Again

Once you pay down this costly debt, you need to focus on keeping it in check. These three tips can help.

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Building Wealth
April 2016

What to Do When Markets Plunge

Play it cool with these five tips.

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Building Wealth
April 2016

Where to Safely Invest Your Money Now

If you're looking to avoid market volatility, keep your cash somewhere relatively safe that can still offer some yield.

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Building Wealth
March 2016

Is Now the Right Time to Refinance for a Lower Mortgage Rate?

Consider these three things before you make your decision.

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Building Wealth
December 2015

Holiday Shopping? Give the Gift of Financial Stability

Stocks and funds, savings accounts, and 529 plans are gifts that keep on giving.

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Building Wealth
December 2015

3 Tips for Coupling Finances

The more you communicate with your partner, the better your chances of living happily ever after.

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Building Wealth
November 2015

5 Reasons Financial Planners Should Lead With Philanthropy

Advisers can help clients both feel good and be more successful—a powerful combination.

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Building Wealth
November 2015

4 Tips for an Effective Year-End Financial Review

It's the holiday season -- time for your financial check-up.

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Building Wealth
October 2015

Giving to Charity? Learn the Ins and Outs of Donor-Advised Funds

These simple, low-cost vehicles tend to be the most efficient and effective ways to engage in charitable giving.

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Building Wealth
September 2015

Marketing Your Financial-Planning Firm in a Crowded Marketplace

From financial-planning tools to social media, it's important to invest in your firm's brand.

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Building Wealth
September 2015

To Buy or Not to Buy a House

Consider these pros (and cons) of buying and renting in today’s market.

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Building Wealth
August 2015

Financial Planning for Young Adults

Talking to you here, Millennials. Here are four tips to prosper in the coming years.

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