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Founder and CEO,
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Taylor Schulte, CFP®, is the founder of Define Financial, a fee-only retirement planning 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. 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.
Their low cost and transparency are admirable, but their tax efficiencies may take the cake.
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End-of-life planning is more than just what kind of care you want in your final days. It's about such personal choices as who you want with you when the time comes and what will bring you and your family comfort and peace.
It can be easy to go astray if you're going it alone. Here are three areas where retirement savers tend to get tripped up.
You can never be too money smart, and one easy way to boost your financial IQ is to tune into some really great, and often even entertaining, podcasts. Check out my five favorites.
Did you know the average American has $55,000 in digital assets? That's something definitely worth including in your estate plan. Here's how to get started.
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.
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.