Taylor Schulte, CFP
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.
Latest articles by Taylor Schulte, CFP
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6 Problems with Dividend Investinginvesting This strategy may be all the rage with investors today, and that's just one good reason to stay away from it.
By Taylor Schulte, CFP
investing -
A Simple Guide to College Savings Plans
Paying for College Among your best options for saving for your child's education are 529 plans, Coverdell ESAs and custodial accounts.
By Taylor Schulte, CFP
Paying for College -
5 Tips to Start Your Estate Planning Today
taxes No matter your age or financial situation, you need to be financially prepared for the inevitable.
By Taylor Schulte, CFP
taxes -
5 Tips to Help You Achieve Financial Independence
Financial Planning When you're just starting out, taking these easy first steps to take control of your finances can set you up for great success.
By Taylor Schulte, CFP
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5 Best Tips to Save Money on Taxes Next Year
taxes These tax experts share their best advice to improve your financial position for future tax seasons.
By Taylor Schulte, CFP
taxes -
Never Get in Trouble with Credit Card Debt Again
credit & debt Once you pay down this costly debt, you need to focus on keeping it in check. These three tips can help.
By Taylor Schulte, CFP
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What to Do When Markets Plunge
investing Play it cool with these five tips.
By Taylor Schulte, CFP
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Where to Safely Invest Your Money Now
Financial Planning If you're looking to avoid market volatility, keep your cash somewhere relatively safe that can still offer some yield.
By Taylor Schulte, CFP
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Is Now the Right Time to Refinance for a Lower Mortgage Rate?
real estate Consider these three things before you make your decision.
By Taylor Schulte, CFP
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Holiday Shopping? Give the Gift of Financial Stability
Financial Planning Stocks and funds, savings accounts, and 529 plans are gifts that keep on giving.
By Taylor Schulte, CFP
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3 Tips for Coupling Finances
savings The more you communicate with your partner, the better your chances of living happily ever after.
By Taylor Schulte, CFP
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5 Reasons Financial Planners Should Lead With Philanthropy
Financial Planning Advisers can help clients both feel good and be more successful—a powerful combination.
By Taylor Schulte, CFP
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4 Tips for an Effective Year-End Financial Review
Financial Planning It's the holiday season -- time for your financial check-up.
By Taylor Schulte, CFP
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Giving to Charity? Learn the Ins and Outs of Donor-Advised Funds
investing These simple, low-cost vehicles tend to be the most efficient and effective ways to engage in charitable giving.
By Taylor Schulte, CFP
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Marketing Your Financial-Planning Firm in a Crowded Marketplace
Financial Planning From financial-planning tools to social media, it's important to invest in your firm's brand.
By Taylor Schulte, CFP
Financial Planning -
To Buy or Not to Buy a House
real estate Consider these pros (and cons) of buying and renting in today’s market.
By Taylor Schulte, CFP
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Financial Planning for Young Adults
Financial Planning Talking to you here, Millennials. Here are four tips to prosper in the coming years.
By Taylor Schulte, CFP
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Teaching Kids About Money
Financial Planning Want your children to have a prosperous future? Start with these four lessons.
By Taylor Schulte, CFP
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Tips for an Effective Mid-Year Financial Check-Up
Financial Planning Sitting down to review the past six months’ worth of activity can do wonders for achieving your financial goals by year-end.
By Taylor Schulte, CFP
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5 Tips for Financial Fitness
Financial Planning How to flex your financial muscles for a healthier life.
By Taylor Schulte, CFP
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Get Your Financial Advice. . . Cold-Pressed
Financial Planning Extract the best financial guidance from your adviser with the fiduciary model.
By Taylor Schulte, CFP
Financial Planning -
Reinventing Wealth Management with Technology
Financial Planning It's important to embrace leading-edge solutions in financial planning
By Taylor Schulte, CFP
Financial Planning -
Signs You May Need a Financial Planner (And How to Find the Right One)
Financial Planning From your first paycheck to your first child, tips for seeking out the best financial adviser
By Taylor Schulte, CFP
Financial Planning
