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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Do your insurance needs stay the same when the nest empties?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Try these activities to keep your brain sharp.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.