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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

20/20 Financial Advisers is a strong team of financial service professionals strategically located across the country. We focus on working with high net worth clients with a focus on the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In order to provide our clients with as robust an offering of services as possible, we also offer financial planning and investment advisory services.

Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck.

Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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