Posts Tagged ‘family’
Setting Goals That Stick In Life & Business
As a business owner, your success is only as strong as the foundation itâs built on: you. If youâre not operating at your best, you canât give your best to your business. Thatâs why itâs important to start your business planning with a big-picture view of your life and personal finances. By aligning your business…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, While weâve been committed to continuous growth in the office, at home our family has been enjoying the last few months while everything feels the same. We hosted a backyard graduation party with some family and close friends before Lauren and Evan head off to Boise State…
Read MoreHealth Tip – Committed To Continuous Growth
Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robinâs work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…
Read MoreVANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney âmore affectionately known as the âoffice momâ â is leaving the Vance Wealth team. However, she will always be part of the family. Lisaâs planning on spending much of her downtime with her mother, whom she is currently caring…
Read More3 Myths & Truths About College Savings That Will Raise Your Spirits
College savings can feel like an impossible task thanks to these three common myths; however, the truth is bound to lift your spirits and help you get started. For many families, saving for college is such a daunting task that it ends up feeling more defeating than empowering. There are a handful of myths…
Read MoreTo Our Vance Wealth Friends and Family
The past quarter brought many changes to business as usual, and though weâve all been adjusting, I was proud to watch the Vance Wealth team find its groove with the same urgency and passion I value so much. Half of the team has chosen to work from home, and half of us have decided to…
Read MoreKeeping Calm – Even in Crisis
So much of what we aspire to in financial planning is simply freedom â freedom of your time, freedom to pursue opportunity, freedom to achieve purpose. When it allows you to live the life youâve always imagined, working toward financial independence is a very empowering experience. But the recent global pandemic has challenged our notion…
Read MoreProtecting Your Legacy – 5 reasons families lose their legacy over time
After a lifetime of success, it all comes down to the family legacy youâll leave behind. How are you protecting yours? You may have heard the old Chinese adage: âWealth never survives three generations.â While it may seem like nothing more than a cautionary tale, in practice, passing family wealth from generation to generation is…
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