Here’s Your Year-end Tax Planning Checklist

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 …

Getting To Know Your Team: Meet Robin Strauss

Vance Wealth Team Member Spotlight Born and raised in Brooklyn, New York, Robin Strauss has been bringing laughter and an East Coast flair to our Santa Clarita office ever since she started. As Vance Wealth’s Client Services Associate, she serves nearly everyone throughout the year, and she’s the first line of contact whenever a client is in need, a role …

Vance Wealth Purchases Santa Clarita Building

Financial planning team expands presence in Santa Clarita, in response to local growth Santa Clarita, CA — Prompted by 15 years of steady growth, financial planning team Vance Wealth purchased a new building in Santa Clarita, bringing its entire team under one roof for the first time. “At the core of Vance Wealth is a commitment to respond to the …

Aging in the Tech Era – What it means for Your Future

It’s no secret that the explosive rise of technology in recent decades has drastically changed the landscape of our everyday world. So it shouldn’t come as a surprise that advancing technology has a particularly far-reaching impact on members of the older generations. Today’s seniors are using this world of new possibilities to live longer, more independent and fulfilling lives. According …

What You Need to Know about the Brexit

There is no doubt that if you have been paying attention to the news in the last several weeks, you have been hearing a great deal of discussion about “The Brexit”. Opinions on this historic vote have been swift, diverse, and contentious. Politicians, economists, and public figures throughout Europe and the world have been campaigning doggedly on whether to stay …