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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 commission-free financial planning firm in San Diego. In addition, Schulte is the founder of StayWealthySanDiego.com, where he is dedicated to helping consumers keep more of their hard-earned money. He has been recognized as a 2015 and 2016 Five Star Wealth Manager and a top 40 Advisor under 40 by Investment News. When he's not perfecting financial plans, you can find him traveling with his family, searching for the next best carne asada burrito or trying to master Adam Scott's golf swing.

Latest Features

Building Wealth
March 2017

Should I Be Tempted to Invest in Bitcoin?

The recent eye-popping gains in the crypto-currency are hard to ignore, but the proposition may not be as sexy as it sounds.

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Building Wealth
January 2017

How to Raise Money-Smart Kids

Telling them how to be financially savvy probably won't make much of an impact. You have to show them.

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Building Wealth
December 2016

How to Decide Whether to Rent or Buy Your Home

Homeownership is commonly considered a sign of success, but in some cases, it can actually work against your financial goals.

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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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