Vance Team Member Spotlight: Meet Jason Lane, Wealth Advisor

VanceWealth Team Update

After 20 years in the financial services industry, the organization’s newest Wealth Advisor, Jason Lane, is thrilled to now call Vance Wealth home. Jason and John met seven years ago, while serving on the board of a local nonprofit, Single Mothers Outreach. John had long been intrigued by Jason’s wide-reaching experience in financial services, which spanned work in sales, technology and asset management. Whether working as a senior analyst helping manage a $9 billion institutional portfolio or assisting asset management …

Tax Planning: The Crucial Step You Don’t Even Know You’re Missing

VanceWealth Tax Issues

If you’re seeing your accountant only to file your taxes, then you’re missing one of the most important steps in preserving wealth. Here’s the crucial step that could help you save — now more than ever. What’s tax planning? Tax planning is typically the thing that just doesn’t get done when it comes to your finances. If you’re a business owner, you might have a more proactive approach toward tax planning, as entrepreneurship often requires. But if you’re working with …

Spring Cleaning Your Finances – A Spring Time Spruce-Up

VanceWealth Uncategorized

The warmer weather and blooming flowers should be a reminder that spring cleaning time is here! As you make your spring cleaning plans, consider adding these financial steps into your routine because they may have a more significant impact on your overall financial picture than you think. Updating Financial Documents Throughout the year, your financial to-do list can grow so long that maintenance items are far from the top of the list. That’s why it helps to dedicate time each …

Vance Wealth Team Member Spotlight – Meet Lisa Maloney

Shanele Stoll Team Update

Almost 15 years ago, Lisa’s daughter met John’s daughter in Gymboree. The two families became fast friends, and Lisa and her husband, Tom, became clients of the firm. During their annual client meetings, John routinely asked Lisa, a stay-at-home mom at the time, when she would return to work. With 10 years previous sales and business experience, the day finally came when Lisa joined the Vance Wealth team. Lisa handles all internal operations, ensuring everything runs smoothly for the firm. …

Investment Update – Q1

Shanele Stoll Market Update

2018 – Recap At the beginning of last year (2018), we compared the market in 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there was not much in the way of surprises. We all have been on a roller coaster, and we know what had to happen next. The markets in 2018 were filled with steep declines and subsequent recoveries. Investors were nervous about what was …

A Complete Guide To Financial Goal Setting In 2019

Shanele Stoll Uncategorized

Setting your financial goals at the start of the year can be a daunting, emotional process. But it doesn’t have to be. Here’s a complete guide to financial goal setting that will help you achieve more this year. To make this process less overwhelming and more actionable, it’s best to break down goals into short-term, mid-term and long-term categories. List Your Financial Goals Make a list of your financial goals. Include the approximate date when you hope to achieve them, …

What to Shred & What to Keep

Shanele Stoll Uncategorized

You hear advice all the time that you should shred sensitive documents to reduce your risk of identity theft. However, what exactly are “sensitive documents,” and are there some you should keep for a while before destroying them? You are able to shred any of the following: Account Numbers, Passwords, PINs, Signatures, Social Security number, Date of Birth Tax Returns Retain for at least seven years. Never throw out a 1040, but receipts, W-2 Forms, and 1099 forms can be …

7 Social Security Myths & Truths

VanceWealth Retirement

There’s so much at stake when it comes to determining your ideal retirement plan. How do you ensure you’re getting the most from your hard-earned Social Security benefits? Deciding when to file can be confusing enough, as you attempt to juggle the many variables that determine your optimal plan. Yet plenty of misinformation persists around this topic, making it even more difficult to navigate this complex decision. That’s when having someone on your side really makes the difference. Our clients …

Here’s Your Year-end Tax Planning Checklist

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While the holidays have us focused on gift lists, there’s another important one to keep in mind. Our year-end tax planning checklist, along with a little help from your tax planner, can make the difference between saving and paying.   Proactive financial experts know the months leading up to year-end are an ideal time to make final tax-saving moves, but this year, the need is greater than ever. “After this year’s substantial changes to the tax code, many strategies that …

Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.

VanceWealth Uncategorized

The loss of a spouse is something we spend nearly our entire lives fearing, which also means we don’t typically spend a lot of time thinking — or planning — for this kind of event. But in a moment of devastating pain, having a plan gives you the confidence to focus on what really matters, rather than worrying about where the money will come from. “It’s our job to help you protect those who matter most, and that’s more than …