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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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It's important to make sure your retirement strategy anticipates health-care expenses.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here are 4 great, and sometimes unexpected, places to raise a family.
When you’re married and have children, insurance needs will be different.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A special needs trust helps care for a special needs child when you’re gone.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?