5 Tips for Financial Fitness

How to flex your financial muscles for a healthier life.

According to a recent TD Bank Fiscal Fit survey, seven out of 10 Americans feel that sound financial health can have a positive impact on overall health and well-being. For those who have a financial plan in place, the number increases to eight out of 10.

However, as many continue to focus on their 2015 health and fitness efforts (and probably increasing momentum for the summer!), I’ve noticed a number of people delay pursuing their financial goals. Some aren’t sure where to begin, while others feel overwhelmed about the perceived time and effort.

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Taylor Schulte, CFP
Founder and CEO, Define Financial

Taylor Schulte, CFP®, is founder and CEO of Define Financial, a fee-only wealth management firm in San Diego. In addition, Schulte hosts The Stay Wealthy Retirement Podcast, teaching people how to reduce taxes, invest smarter, and make work optional. He has been recognized as a top 40 Under 40 adviser by InvestmentNews and one of the top 100 most influential advisers by Investopedia.