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Founder and CEO,
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Taylor Schulte, CFP®, is founder and CEO of Define Financial, a fee-only wealth management firm in San Diego. In addition, Schulte is the founder of StayWealthySanDiego.com, where he is dedicated to helping consumers maximize their wealth. He has been recognized as a top 40 Advisor under 40 by Investment News and a 2017 "Young Advisor to Watch" by Financial Advisor Magazine. 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.
There are a lot of reasons why rolling a 401(k) over into your own IRA is the best choice for most people, but for some there are a couple of cons that could outweigh the pros.
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Be tax smart to maximize your savings in retirement. Here are four ways to reduce your taxes once you retire and keep more of the money you worked so hard to save.
Data breaches and hack attacks are a fact of life. To protect your identity and your financial information, use these three simple best practices. And if you really want to be safe, consider freezing your credit. Here’s how.
Financial professionals are changing their ways, or at least many are. More are happy to work with younger, smaller investors, and to put your needs ahead of their own. And now finding such an adviser is getting easier.
Here's how to tell the difference ... and when it's actually OK to speculate in the stock market.
Retirement savers can use all the help they can get, and in 2018 some of that help comes in the form of higher limits on savings vehicles. Here are the specifics.
The recent eye-popping gains in the cryptocurrency are hard to ignore, but the proposition may not be as sexy as it sounds.
For many people, retirement savings and 401(k)s are synonymous. However, many others don't have that option. For them, there are several other tax-smart ways (from SEP IRAs to Roths and even HSAs) to build a nest egg.
In a few months, you’ll likely be inundated with posts, articles and videos about how you can make 2018 the best year yet. But why wait until after Jan. 1 to get your money in order for the new year? ...
See More From: Wealth Management
Let us be among the first to put the new year on your radar, because believe it or not, there are some end-of-the year financial tasks that you should think about getting started on right now.
You need to take a hard look at what you’re spending your money on, and then take a harder look at yourself and what you really value.
It might seem like a good way to make payments manageable, but you could be making some major trade-offs that could cost you (or your co-signer — thanks, Mom and Dad) big bucks down the road.
It surely sounds like a lot, but once you do all the math, you might be sadly surprised. Here's why.
The recent eye-popping gains in the crypto-currency are hard to ignore, but the proposition may not be as sexy as it sounds.
Telling them how to be financially savvy probably won't make much of an impact. You have to show them.
Homeownership is commonly considered a sign of success, but in some cases, it can actually work against your financial goals.
This strategy may be all the rage with investors today, and that's just one good reason to stay away from it.