Taylor R. Schulte, CFP

Signs your portfolio might be flashing a CHECK ENGINE LIGHT: You’re not sure what investments you’re in (or why), being happy about the recent rally but aren’t sure it’ll last, not getting good advice about what to do next, feeling uncertain about what the next move is. Don’t wait to get the problems diagnosed. We’re experiencing a once-in-a-generation situation and I want you to be prepared.

Friends (especially those who are interested in self improvement), this month’s Visual Insights Newsletter is all about becoming a smarter investor by harnessing the power of behavior. Check it out!

Investors and friends, is your portfolio flashing a warning light? Warning signs could be: worry about how your investments are performing, bad or no advice about what to do next, and fear about the future. Would you like to get it checked out? I’m offering folks a FREE Retirement Checkup to help them assess their current investments and determine what they need to fix or update.

San Diego investors and friends, the super-short bear market, recession, and continuing coronavirus crisis mean we’re dealing with historic levels of uncertainty. What can we do when we don’t know what the future holds? We focus on what we can control: mindset and behaviors. Learn about the common biases and negative behaviors that can rob you of your dreams.

One of the most powerful tools we have to build wealth and achieve the kind of success we want is by harnessing the power of behavior. By overcoming the hidden biases that can sap strength from our goals, we’re putting our biggest asset of all - our brain - to work. Here’s how!

The super-short bear market, recession, and continuing coronavirus crisis mean we’re dealing with historic levels of uncertainty. What can we do when we don’t know what the future holds? We focus on what we can control: mindset and behaviors. Learn about the common biases and negative behaviors that can rob us of our dreams.

What are you grateful for this year? Is it possible to be happy this year? Learn more about creating more gratitude and happiness in your life (even when the world’s crazy and uncertain).

Retirees and those who are planning to claim Social Security soon are likely to be hit hardest by the COVID-19 downturn and economic disruption that follows. If you’re not sure of when, where, and how to claim to maximize your government-guaranteed income during this volatility, it’s urgent that you take action now. Download this FREE simple flowchart that breaks down over 2,700 Social Security claiming rules into a simple decision matrix. Worried about what’s going on and want advice now? Call (858) 345-1197 to get your questions answered in a complimentary 1-on-1 phone appointment.

It’s not easy to find happiness when there’s so much going on in the world and in our lives. But sometimes, that’s when we need it the most. This month’s Visual Insights Newsletter is all about creating gratitude and happiness when everything’s crazy. Click here to check it out!

With over 2,700 claiming rules and hundreds of claiming strategies, Social Security is a confusing maze. Want help deciding which age and which strategy is best? Find out now inside this FREE flowchart and guide. Worried about what’s going on and want advice now? Call (858) 345-1197 to get your questions answered in a complimentary 1-on-1 phone appointment.

Clients and friends, 2020 hit us like a ton of bricks and a return to some kind of normal seems far away. How do we find inner peace and happiness amid so much uncertainty? Research says the key is creating gratitude in the moment. Here’s how!

Is it possible to be happy when life’s uncertain and stressful? This month’s Visual Insights Newsletter explores how to cultivate gratitude and happiness when you don’t know what happens next. Check it out!