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2024 Q1 Market Update
We hope you enjoyed the holiday season with the ones that matter most. Everyone at Vance Wealth is excited for this New Year, and we are motivated to begin making progress on our personal and firm goals. While past performance is not indicative of future results, we like to reflect on the past year to…
Read MoreYour Year-End Tax Planning Checklist: Securing Your Financial Future
As the holiday season approaches, it is not just your gift list that deserves attention. Your year-end tax planning checklist is essential this year. Proactive financial experts understand that the months leading up to year-end provide a prime opportunity to make final tax-saving moves that can substantially impact your financial well-being. To help you prepare…
Read MoreTo Freeze or Not to Freeze: Safeguarding Your Financial Security. Simple steps to protect your credit!
To freeze or not to freeze… We’ve had a few questions recently around freezing credit, so we thought it best to share some great steps you can take to protect yourself! Essentially, freezing credit helps protect you from having identity thieves open credit accounts in your name. Once your credit is frozen, the credit reporting…
Read MoreHealth Tip
Professional success is often influenced by how we feel – physically, mentally and emotionally. That’s why a focus on health and wellness has naturally become a favorite part of our company culture. We love sharing new health tips and ideas whenever we find something that makes a difference in our energy levels and daily performance.…
Read MorePatti’s Perspective: Educating Young Adults on Money Smarts
Empowering Women to Achieve More Those who know me know that I am passionate about educating young adults with money smarts. Unfortunately, financial literacy isn’t taught in schools (although I see this increasing!), and often the conversations aren’t happening at home. College kids are graduating with credit card debt and student loan debt. A study…
Read MoreAchieve More: Entrepreneur Edition – 3 Tax Planning Opportunities You Don’t Want to Miss!
More often than not, the most costly tax mistakes we see are not errors, but missed opportunities, including overlooked opportunities for long-term planning, strategic deductions, and reduction of your lifetime tax liability. “That’s all the more true for business owners, who have complex tax blueprints that include both personal and corporate returns,” explained John Vance,…
Read MoreVance Wealth Team Member Spotlight: Carrisa Flores
Carrisa Flores, Paraplanner As the firm’s Paraplanner, Carrisa Flores finds passion and purpose in the focused, structured work it takes to support the Wealth Advisors at Vance Wealth. Originally from the Inland Empire, Carrisa began her career as a respiratory therapist at Riverside Medical Clinic. While she found it both challenging and rewarding, she eventually…
Read MoreIn the Community: Supporting the SCV Chamber
Keeping up with our commitment to community involvement, the Vance Wealth team gets together for a local nonprofit event or fundraiser each quarter. In October, that meant teeing up to support the Santa Clarita Valley Chamber of Commerce. The 2022 Oak Tree Classic Golf Tournament was held at The Oaks Club in Valencia and did…
Read MoreWith Gratitude For Your Continued Trust
In a challenging market, the path to financial success can quickly start to feel unclear, uncertain, and overwhelmingly stressful. Trusting that you’re still on your way to achieving more isn’t easy. But that’s precisely when we aim to make the biggest difference for our clients. “We consider it our responsibility to not only steer you…
Read MoreWhat to Shred & What to Keep
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,…
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