20/20 Financial Advisers of Orange County, CA

05/28/2026

Business Startup Costs: What to Know and How to Calculate

We’ve put together a list of the many business startup costs, including estimates for each, you’ll need to consider when launching your small business.

05/26/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"
If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today!
https://loom.ly/vVPWbiI

05/25/2026

Wishing you a meaningful and reflective Memorial Day

05/22/2026

529 Plans: Questions and answers

A list of questions and answers about 529 Plans.

05/21/2026

If you’ve been curious about where innovation, AI, and private markets are headed, I think this webinar will be worth your time.

Prime Capital Financial is hosting an exclusive webinar with Cathie Wood, CEO and CIO of ARK Venture Fund, on May 28 to discuss the technologies and companies shaping the future, including AI, robotics, private markets, and innovative companies like SpaceX and OpenAI.

During the webinar, you’ll gain insights into:
• The current innovation and venture capital landscape
• Opportunities and risks tied to private market investing
• How disruptive technologies may impact long term portfolios
• ARK’s approach to identifying transformational companies early

🗓️ Thursday, May 28 at 11:00 AM CT

🔗 Register here: https://loom.ly/swZTTSM

05/20/2026

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:
• Home maintenance & repairs
• Travel & rising transportation costs
• Taxes (including RMD surprises)
• Health & wellness expenses
• Graduations, weddings & gifts
• Pet care costs
These “spring surprises” can add up quickly, so knowing what to expect can help reduce your stress and financial shock. Let’s review your strategy and make the necessary changes you see fit.
https://loom.ly/S_8G1-U

Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 unexpected expenses retirees must plan for in 2026.

05/18/2026

Social Security won’t be reduced, benefits are tax-free, claiming early gets you more money, your ex can’t claim on your work record, and participation is voluntary… these are some of the biggest myths many Americans still believe. Misunderstanding these rules can have a major impact on your retirement income, so let’s make sure your plan is built on facts. Contact us today to review your plan and see what’s the right fit for you.
https://loom.ly/Ddxfsbo

Ignorance can be costly.

05/16/2026

How to Write a Business Plan, Step by Step

A business plan explains what your business does now and where you hope to be in three to five years. You may need one to apply for a business loan.

05/14/2026

Remodel or Move? How to Decide

Should you remodel or move given current mortgage interest rates? Here's what to consider as you make a decision.

05/13/2026

Are you on track for retirement? Many people haven’t checked their progress recently, but understanding your goals, estimating your future income needs, and using tools like retirement calculators can help you see where you stand. If you’re unsure, contact us today to walk through your strategy and make sure you’re moving toward your retirement dreams.

A NerdWallet survey finds that few Americans have checked in on their retirement savings progress.

05/11/2026

10 Questions to Consider Before Opening a 529 Account
https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins-10