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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.
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.
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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.
Among your best options for saving for your child's education are 529 plans, Coverdell ESAs and custodial accounts.
No matter your age or financial situation, you need to be financially prepared for the inevitable.
When you're just starting out, taking these easy first steps to take control of your finances can set you up for great success.
These tax experts share their best advice to improve your financial position for future tax seasons.
Once you pay down this costly debt, you need to focus on keeping it in check. These three tips can help.
Play it cool with these five tips.
If you're looking to avoid market volatility, keep your cash somewhere relatively safe that can still offer some yield.
Consider these three things before you make your decision.
Stocks and funds, savings accounts, and 529 plans are gifts that keep on giving.