20/20 Financial Advisers of San Diego, CA - Palmer Group

04/30/2026

Looking forward to another great summer of concerts in the park! This will be our 10th year supporting this wonderful community event!

Friends and neighbors, we are so excited to be welcoming you back for the 2026 season of Allied Gardens First Fridays! We've got a fresh lineup ahead and hope you'll join us for what's sure to be an awesome summer of music and community. We want to give a HUGE shout out to our title, platinum and gold sponsors, Ideal Plumbing Heating Air Electrical, Mauzy Heating, Air & Solar, Vulcan Materials Company, Grocery Outlet and 20/20 Financial Advisers of San Diego, CA for their continued support. Please mark your calendars -- we look forward to seeing you on June 5th! 🎉

04/16/2026

April is Financial Literacy Month! Let's take time to focus on understanding your finances so you can feel confident about your future. If there are parts of your retirement or overall financial plan that feel confusing, meet with us so we can help break things down and explain your options. We’re here to educate and answer your questions.

04/09/2026

Today is the start of the Masters Tournament, one of golf’s most exciting traditions! Golf is a low-impact, lifelong sport that many seniors and retirees pick up during retirement.
If you already love golf or are thinking about starting a new hobby, it’s important that your financial plan supports that lifestyle. If you’d like to review your plan to account for more time spent exploring new hobbies, contact us!

04/07/2026

Tax Brackets for 2025 and 2026

Your tax rate is determined by the brackets you fall into.

04/05/2026

Happy Easter to those who celebrate!🐰🌷

04/01/2026

It’s April Fool’s Day! But this is a friendly reminder to not fall for any phishing schemes targeting you via email, text, or phone call no matter the day!

03/26/2026

Looking to retire to a new city, maybe one where retirement dollars can go further?
This month’s spotlight is Indiana, known for its affordable homes and quaint lifestyle.
The top ten towns are: Tipton, Wabash, Kendallville, New Castle, Richmond, Peru, Logansport, Bluffton, Huntington, Connersville.
Curious what a move in retirement could look like for you? Contact us to break it all down!

Affordable Indiana towns offer low living costs, health access, and quiet recreation for retirees seeking a steady, community-focused lifestyle.

03/24/2026

Strategies for Paying Off Debt

Paying off debt can be stressful. Find a debt repayment plan that works for you and learn about the different payment methods you can choose from.

03/23/2026

Retirement planning has gotten a boost for 2026, with higher IRS contribution limits giving savers more opportunities to build wealth. There are increased 401(k) and IRA limits, along with larger catch-up contributions for those 50 and older. Now is the time to revisit how much you’re saving and where those dollars are actually going. We’re here to help make sure your retirement accounts are coordinated, optimized, and aligned with your goals. Contact us.
https://www.thestreet.com/personal-finance/best-moves-for-retirement-savings-in-2026

03/20/2026

It’s officially the first day of spring!🌸 Hope you can get outside and enjoy some fresh air!