Understanding Today’s Financial Environment
At 20/20 Financial Group, A Financial Planning and Wealth Management Services Firm, we believe in building and fostering close relationships with our clients. We understand that the best way to assist the select families, entrepreneurs and professionals we serve is to help them manage, pursue, preserve and pass on their wealth. Our group has more than 50 years of combined financial services experience and by working as a team we leverage our shared knowledge to provide outstanding service to all of our clients. Let us help you bring your financial vision into focus.
Dan Shevlin is a Member of the Chester County Estate Planning Council and winner of the Five Star Professional Award as a Wealth Manager in 2012.
The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here are five facts about Social Security that are important to keep in mind.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The tax rules that govern donating art are complex and confusing. Take a closer look.
How to help determine life insurance needs to provide for your family after you pass away.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Even low inflation rates can pose a threat to investment returns.
In the world of finance, the effects of the "confidence gap" can be especially apparent.