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.
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The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
How to help determine life insurance needs to provide for your family after you pass away.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Six overlooked tax deductions to help manage your tax bill.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding how a stock works is key to understanding your investments.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?