20/20 Financial Advisers of Orange County, CA

06/17/2026

28 Proven Ways to Save Money

Ways to save money: 1. Automate transfers to savings. 2. Use a high-yield savings account. 3. Pay off high-interest debt first. 4. Cancel unnecessary subscriptions. 5. Get discounts on entertainment.

06/16/2026

12 Key Habits for Achieving Financial Freedom
https://www.investopedia.com/articles/personal-finance/112015/these-10-habits-will-help-you-reach-financial-freedom.asp

06/15/2026

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams, am I right!?
Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?
If you need a second look or a mid-year review, we’re here to help. Contact us!

06/13/2026

The Real Cost of Living for Recent Grads in Every State—And the Salary Needed to Afford It
https://www.investopedia.com/how-much-does-my-first-job-out-of-college-need-to-earn-11984123

06/11/2026

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cultural spending habit across all ages.
These small purchases may bring joy, comfort, and even community, but they can also add up quickly and contribute to unplanned spending.
At the end of the day, it’s all about balance. Contact us today to review where you stand within your budget, financial plan, and retirement goals.

Tiny trinkets can spark joy and connection — but they may come with tradeoffs.

06/10/2026

What Are the Main Types of Mortgage Lenders?
https://www.investopedia.com/mortgage/mortgage-guide/mortgage-lenders/

06/09/2026

Master Your Financial Goals: Short-, Mid-, and Long-Term Strategies
https://loom.ly/NwQNtKw

06/08/2026

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.
The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.
The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan.

Around 56 million Americans lack a workplace retirement plan, but TrumpIRA.gov aims to connect them to IRAs and up to $1,000 in federal matching funds.

06/06/2026

Credit Cards vs. Debit Cards: What’s the Difference?
https://www.investopedia.com/articles/personal-finance/050214/credit-vs-debit-cards-which-better.asp

06/04/2026

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:
🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.
Check out the rest of the list here:

Are you looking for the best places to travel in the USA in June? Look no further! We've got you covered with our list of the 25 best places to visit this month.