IN THE PRESS Media Quotes: Money Under 30 09/01/2020- ``Best Financial Advisors in San Diego``The Wall Street Journal 09/13/2020- ``The Biggest Money Mistakes People Make in a Recession``Forbes 08/12/2020- ``How to Have Others Help You Save for College``Kiplinger 08/11/2020- ``Why 'Rent vs. Buy' is the Wrong Question``Forbes 08/05/2020- ``Coronavirus 401(k) Blunders-Financial Advisors Share Biggest Mistakes Investors Are Making``ThinkAdvisor 08/03/2020- ``5 Key Ways to Reduce Taxes in Retirement``Kiplinger 07/30/2020- ``These 2 Words Could Send Your Retirement Money to the Wrong Beneficiary``Forbes 07/06/2020- ``What To Do When Your Emergency Fund Runs Out``AARP 06/22/2020- ``6 Financial Decisions That Could Haunt You in Retirement``ThinkAdvisor 04/27/2020- ``Taking Emotion Out of Investing``Business Insider 03/22/2020- ``4 Things You Can Do If Your Investments Are Hemorrhaging Money``Business Insider 03/12/2020- ``The Single Smartest Thing to Do With Your Investments When the Stock Market Slumps````Kiplinger 03/11/2020- ``3 Reasons to Take a Closer Look at ETFs``TheStreet 03/04/2020- ``Advising Clients When the Markets Are Volatile``Wise Bread 02/07/2020- ``The 6 Best Ways to Invest Just $100 Per Month This Year``Business Insider 09/22/2019 - ``5 Reasons to Look for the Words 'Fee-Only' When You're Shopping for a Financial Adviser``Haven Life 08/06/2019 - ``How a health savings account can beat your retirement plan``Forbes 07/03/2019 - ``Should You Superfund Your Child's 529 Plan?``Times of San Diego, 06/20/19 - ``Opinion: 5 Personal Finance Podcasts to Help You Achieve Your Goals``Kiplinger, 05/09/19 - ``Top 5 Retirement Podcasts Everyone Should Listen To``U.S. News, 05/07/19 - ``How to Break Up With Your Financial Advisor``Kiplinger, 04/25/19 - ``How to Protect Your Digital Assets``Business Insider, 04/01/19 – “5 pieces of traditional retirement advice that no longer work like they used to”San Diego Magazine, 01/01/19 – “Shaping San Diego 2019”Forbes, 12/13/18 – “How To Invest And Make 5% Return (Or More)”Kiplinger, 10/08/18 – “The Easy-to-Miss Way to Have Enough Money for Retirement”U.S. News, 09/17/18 – “4 Ways Automation Can Help Improve Your Finances for Free”U.S. News, 03/19/18 – “4 Lessons from the Rise of Female 401(k) Millionaires”Bankrate, 02/22/18 – “How to Invest in Step-Up CDs'”SD Voyager, 02/01/18 – “Meet Taylor Schulte of Define Financial'”FPA Journal, 01/01/18 – “Examining Total Portfolio Performance: U.S. Government Vs. Corporate Bonds'”Acorns, 12/13/17 – “What’s the Bitcoin Frenzy All About? We Break It Down'”Advisor Advertising, 11/6/17 – “Financial Advisors Should Be Utilizing The Newest Technologies To Better Serve Clients'”Forbes, 10/23/17 – “Is Debt The Devil? Financial Advisors Say 'Not Always'”U.S. News, 9/11/17 – “How to Manage Financial Matters Before Getting Married Late in Life”Forbes, 9/1/17 – “Why Emerging Markets Remain A Strong Buy Despite Huge 2017 Rally”Bankrate, 8/31/17 – “4 steps to take if you’re ready to leave Wells Fargo”The Simple Dollar, 7/5/17 – “Nine Money Mistakes New Retirees Can’t Stop Making”Investment News, 6/19/17 – “40 Under 40 | Passion Fuels the Future”WSJ, 6/19/17 – “To Compete With Bigger Rivals, an RIA Gets Creative on Pay Structure”U.S. News, 6/19/17 – “7 Steps to Retire in Your 50s”USA Today, 6/4/17 – “Retirement: 8 financial choices you’ll regret in 5 years”MSN Money, 5/8/17 – “8 ways to earn more money in retirement”Acorns, 3/27/17 – “Is Investing in Dividend-Yielding Stocks a Smart Strategy?”Kiplinger, 03/01/17 – “Should I Be Tempted to Invest in Bitcoin?”American Funds, 1/24/17 – “Taylor Schulte, The Toughest Question He’s Heard”Forbes, 1/2/17 – “How To Invest In 2017: The 5 Best Mutual Fund Ideas”MarketWatch, 12/14/16 – “7 ways rich people ruin their lives”GoBankingRates, 12/03/16 – “Best and Worst Ways to Spend Your Year-End Bonus”CNBC, 11/10/16 – “Can you truly afford to help your kids with college?”The Street, 10/23/16 – “How to Pick a Financial Adviser”Kiplinger, 9/25/16 – “A Simple Guide to College Savings Plans”GoBanking Rates, 9/12/16 – “6 Lies You Tell Yourself That Are Keeping You From Success”Forbes, 8/21/16 – “6 Ways To Prevent Ruining Your Life If You Win The Lottery”Student Loan Hero, 8/17/16 – “12 Experts Share Their Best Student Loan Advice”Main Street, July 11, 2016 – “Are You Going to Saddle Your Kids With Your Debt?”San Diego Downtown News, June 3, 2016 – “Five tax experts share their best tips for 2016”WSJ, May 18, 2016 – “Why One Adviser Switched to Charging Retainer Fees”Kiplinger, April 1, 2016 – “What To Do When Markets Plunge”Fiscal Times, March 24, 2016 – “9 Ways the Rich Maximize Their Tax Breaks (Some You Can Use, Too)”Financial Planning Magazine, March 4, 2016 – “How to be a Millennial Magnet”Forbes, February 28, 2016 – “13 Financial Advisors Share The Worst Financial Mistakes They Have Ever Seen”CNN Money, February 25, 2016 – “The best way to save for a down payment”Yahoo! Finance, February 16, 2016 – “The Best and Worst Ways to Spend Your Tax Refund”WSJ, January 13, 2016 – “Financial Advisers Focus on Niches to Grow”San Diego Magazine, January 1, 2016 – “Five Star Wealth Manager Award”Older Posts Search the press releases: Search for: 10 Biggest Mistakes to Avoid When Hiring a Financial Advisor (Free PDF) Download Guide Get StartedHere We know the process of finding a financial planner can be overwhelming. The S.T.A.R.T. HERE Process™ was specifically designed with you in mind. Learn More
