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Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021

January 18, 2021 in Behavioral Finance, Budgeting, Financial Planning /by admin

2020 is a year most of us would prefer to forget. When the year started, nobody expected natural disasters of historic proportion, the COVID-19 pandemic or the residual economic hardships that followed. But with the first year of the new decade officially behind us, how can you better prepare your finances for whatever 2021 may […]

Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings

January 18, 2021 in Economy, Election, Stock Market /by admin

On Jan. 13, President Donald Trump was impeached for a second time by the House of Representatives – a first for our nation. Trump was impeached for his part in inciting violence against the United States government.1 This move comes days before Trump is set to leave office, but it still begs the question – does […]

Millionaire & Former Zappos CEO Died in November Without a Will. Here are 3 Key Reasons why You Need One

January 15, 2021 in Estate Planning, Financial Planning /by admin

Tony Hsieh, former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months prior, Hsieh retired from his position as CEO of Zappos with an estimated net worth of $840 million.1 Since his death, his family has determined he died intestate, meaning he had no will. […]

Make 2021 less stressful with these financial moves

January 7, 2021 in Behavioral Finance, Budgeting, Financial Planning /by admin

2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful. #bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego

Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?

January 4, 2021 in Economy, Election, Financial Planning, Tax Management, Taxes /by admin

With one of the most contentious elections in history behind us, President-elect Joseph R. Biden, Jr. is set to take office on January 20. In anticipation of a new administration, high earners especially are left wondering – how will the Biden presidency affect me financially? Until Biden takes office and begins enacting changes, we won’t […]

The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?

December 26, 2020 in Budgeting, Economy, Financial Planning /by admin

There comes a point in nearly everyone’s life when they begin to wonder if they should continue to rent or make the step of purchasing a home – but throw a global pandemic, low mortgage rates and a crazy housing market into the mix, and it makes the choice a whole lot more complicated. Furthermore, […]

Donating to Your Favorite Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind

December 16, 2020 in Uncategorized /by admin

As Americans, we love giving back. In 2017 alone, we shelled out $410.02 billion in charitable donations – accounting for 2.1 percent of the GDP.1 With the 2020 holiday season officially upon us, it’s no surprise that our giving efforts are likely ramping up. And while donating to charities is an integral component of your core […]

Who’s Ready to Say Goodbye to 2020? Ring in the New Year With These 3 Budgeting Resolutions

December 14, 2020 in Behavioral Finance, Budgeting, Financial Planning /by admin

It’s time for the new year, a new budget and a brighter future for you and your family. 2020 has been full of unprecedented events that may have left you feeling financially unstable, but you can make 2021 the year you finally take control of your financial life. Use these resolutions to create a realistic […]

2020 Is (Finally!) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful

December 11, 2020 in Behavioral Finance, Budgeting, Economy /by admin

2020 has been quite the year, to say the least. With only one month left, everyone is ready to put the year behind us and try to start fresh. From the coronavirus pandemic to economic shut downs, many have felt the financial strain. If you are looking to start 2021 off on a better financial […]

How to talk to your kids about money

December 8, 2020 in Behavioral Finance, Children, Financial Planning /by admin

  This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general […]

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Recent Posts

  • Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021
  • Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings
  • Millionaire & Former Zappos CEO Died in November Without a Will. Here are 3 Key Reasons why You Need One
  • Make 2021 less stressful with these financial moves
  • Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?

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