2020 Financial Planning LLC

2020 Financial Planning LLC Where Integrity and Expertise Intersect Seattle Fee-Only Financial Planning. Not affiliated with any other firms with same name.

Are you at risk of Affluence Illusion?
07/08/2024

Are you at risk of Affluence Illusion?

It's highly likely you have seen portfolio gains in the last year. Are you at risk of affluence illusion because of it?

The 1st 5 steps to your financial future.
06/13/2024

The 1st 5 steps to your financial future.

There's a starting point for everything, including our financial life. What are the 1st 5 steps to your financial future?

.There’s a well known rule of thumb: Making your own espresso at home vs. buying it at your coffeehouse saves thousands ...
05/21/2024

.There’s a well known rule of thumb: Making your own espresso at home vs. buying it at your coffeehouse saves thousands of dollars through time. But, how much money you save is actually not the point of this exercise.

Making your own coffee vs. buying at a coffeehouse is not the focus of the exercise.

You just got a windfall. Here are your next 5 moves:
04/15/2024

You just got a windfall. Here are your next 5 moves:

Receiving unexpected money sure can be nice, am I right? Here's your next 5 steps.

You got laid off. Now what? Your next 4 financial moves.
04/08/2024

You got laid off. Now what? Your next 4 financial moves.

Here are the immediate next 4 financial moves to make when you are laid off.

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03/27/2024

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Mastering both parts of your money is crucial. How does a person do it?

The 4 factors to avoiding financial fraud.
03/16/2024

The 4 factors to avoiding financial fraud.

The 4 factors to preventing fraud from someone new in your life.

Last minute tax strategies for meeting April 15 deadline.
03/12/2024

Last minute tax strategies for meeting April 15 deadline.

Forbes 2024 tax guide provides tips on tax filing, tax rates, tax deadlines and extensions, crypto taxes, the child tax credit, tax refunds and more.

The 3 Ts to discussing money by the 3rd date.
03/01/2024

The 3 Ts to discussing money by the 3rd date.

How to bring up money behavior and money philosophy by the 3rd date.

02/26/2024

Many of us enjoy travel. It's fun! But how do we keep it from taking away from our other financial goals?

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