IN THE PRESSMedia Quotes: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 PostsAwards & AccomplishmentsWe have been recognized across the nation for the financial planning work we do. View our awards and accomplishments below! View AwardsMedia KitDownload our logo, fact sheet, and bio. For additional inquiries, please contact our Media Representative above. Download Media Kit
