062821 Vance Wealth Marketing SchlickArt 7612SRGBlowres 1016x677 - 8 Tax-Saving Tips That Must Be Applied Before Year-end

8 Tax-Saving Tips That Must Be Applied Before Year-end

VanceWealth Market Update, Tax Issues

Here are eight essential tax-saving tips that must be implemented before year-end. If you want to maximize your tax benefit in 2021, you must act soon.   Tax Savings Tips: Who Needs These Tips Most? Several factors make these decisions even more crucial. For example, you may need to pivot your tax plan before the end of the year if these factors apply to you: You’re age 72 or older You need to increase your liquidity or income You’re in a lower tax …

Loss of a Loved One 2 1016x677 - Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.

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

VanceWealth Loss of a Loved One

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 …

Team meeting

Santa Clarita 401k Advisor offers new benefit to help employers attract talent

VanceWealth Business Owner, Retirement

Santa Clarita 401k Advisor offers new benefit to help employers attract talent Financial education can provide competitive edge in hiring shortage Santa Clarita, Calif. — Santa Clarita wealth management firm and 401k Advisor Vance Wealth recently announced a new benefit that may help local businesses attract and retain top talent. The added perk could give employers an edge if they’re experiencing a hiring shortage. Vance Wealth now offers a 30-minute financial planning session to all participants enrolled in an Advanced 401k …

JV Cover 1016x677 - Planning for Every Outcome: Prepare For Tax Changes Before You Run Out Of Options

Planning for Every Outcome: Prepare For Tax Changes Before You Run Out Of Options

VanceWealth Business Owner, Financial Planning, Tax Issues

At Vance Wealth, one of our most important responsibilities is not simply preparing for life’s uncertainties, but help anticipating them before they occur. This year, that’s especially important when it comes to tax planning. The Biden Administration has proposed changes to our tax policies that, if enacted by Congress, would likely have a significant impact on tax bills, especially if you don’t adjust your financial plan ahead of these changes. “You can’t achieve thoughtful, effective tax planning unless you’re proactive,” explained John Vance, President …

Health Tip  Tara - Achieve More: Health Tip with Tara White

Achieve More: Health Tip with Tara White

VanceWealth Community, Uncategorized

“My husband, Jared, and I bought a Peloton Bike at the beginning of this year, and our only regret was not getting it sooner! I’ll do a ride either before or after work, and it’s really helped us stay more active. The Peloton app also provides a variety of other workouts that make you break a sweat!  I have found a few favorite instructors that really motivate me, and I always look forward to their new classes. My goal is …

JV Cover 1016x677 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Community

To Our Vance Wealth Friends and Family,   While we’ve 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 University in August. We’re all very excited to see them start the next chapter of their lives but until we see them off, we’ll be …

021220 Vancewealth Marketing SchlickArt 1028 EditSRGBlowres 1016x677 - 2021 - Q3 Market Update

2021 – Q3 Market Update

VanceWealth Market Commentary, Market Update, Political Commentary, Tax Issues

We hope you are all enjoying your summer! It is another hot one in Southern California, almost as hot as the real estate market. I know the Vance Wealth team has been trying to beat the heat by heading to the beach or spending time in the pool this summer. However you are trying to beat the heat, we hope you are getting some sort of relief.   What if I told you the S&P 500 is up almost 90% …

2 Achieve More Entrepreneur Edition SS edits 1016x677 - Attract Top Talent With Superior Benefits - Employee Financial Wellness

Attract Top Talent With Superior Benefits – Employee Financial Wellness

Shanele Stoll Business Owner

As an employer, it’s easy to dismiss your employee’s financial wellness as a personal matter. If it affects business, however, then it becomes your business. An annual PwC Employee Financial Wellness Survey found that 35% of employees are distracted at work due to financial matters. Additionally, a study by Fidelity Investments found that employees with high debt miss more work on average than those with minimal debt. To make matters worse, 45% of Baby Boomers have no retirement savings at all, according …

Patti Hardy 1016x531 - Live in the Ask - with Patti Handy

Live in the Ask – with Patti Handy

VanceWealth Woman's Wealth

As a podcast junkie, I’m always coming across great insight and information. Whether it’s feeding my emotional health, physical health or financial health, I love powerful learning. On a recent podcast, Mark Victor Hansen was being interviewed, discussing the ‘power of asking.’ Asking the big questions, and not so big questions. If you’re at a crossroads in life, not in the career you really love, in a relationship that isn’t flourishing or struggling with your health, he suggests you ask …

Pattis Perspective Back Cover 5 tips to help you navigate divorce 1016x1524 - 5 tips to help you navigate divorce

5 tips to help you navigate divorce

VanceWealth Divorce Digest, Uncategorized, Woman's Wealth

Uncertainty, loss of control and the emotional roller coaster of life is difficult for anyone, but especially challenging for those going through a divorce. Every area of life is affected-emotionally, mentally, physically and financially. It’s during this time, and always really, you need to count on people to have your back. Without my tribe, I wouldn’t have been able to get through my divorce, at least not without a permanent twitch! At Vance Wealth, we advocate for our clients, helping …