061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - What to Shred & What to Keep

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 …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - 7 Social Security Myths & Truths

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 …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Here’s Your Year-end Tax Planning Checklist

Here’s Your Year-end Tax Planning Checklist

VanceWealth Uncategorized

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 …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Vance Wealth Welcomes New Team Members

Vance Wealth Welcomes New Team Members

VanceWealth Team Update

At Vance Wealth, 2018 has marked a year of expansion and team growth. As we transition into a new building in Santa Clarita, we are also excited to have some new faces to help make the transition seamless and the services robust. While finding the best person for the job can be difficult for our tight-knit team, these two knocked it out of the park. Please join us in welcoming our new hires, Tara White and Jason Lane! Tara, our …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Is now a good time to invest?

Is now a good time to invest?

jerrodferguson Market Commentary, Retirement, Tax Issues

Q: Is now a good time to invest?   Jerrod Ferguson: “The answer to this question always depends on one thing: When will you need to use the money? Once we know your time horizon and long term financial goals, we can determine how much risk you should take on those investments. If you’re going to be using the money for a very long-term goal like retirement, then yes, it’s likely a good time invest. If you need to spend …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Getting To Know Your Team: Meet Robin Strauss

Getting To Know Your Team: Meet Robin Strauss

VanceWealth Team Update, Uncategorized

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 Robin loves. After moving to Santa Clarita for work, she spent about five years as an insurance agent. When she …

Depositphotos 70978169 l 2015 1016x572 - Tax Planning Be Proactive.... Let Us Help

Tax Planning Be Proactive…. Let Us Help

VanceWealth Tax Issues

Tax laws have changed in 2018, and as year-end quickly approaches, time is running out to make vital adjustments to your tax plan — or risk affecting your return. “We want to make sure we’re being proactive about our tax plans and, most importantly, that we understand the new changes this year,” said John Vance, CEO of Vance Wealth. Most of the new legislation will affect individual taxes, especially if you file the standard deduction every year. Now, since many …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Will You Benefit Or Lose With The New Tax Laws?

Will You Benefit Or Lose With The New Tax Laws?

VanceWealth Tax Issues

New tax laws are significant and sweeping. To move from loss to gain, it’s time to rethink your tax strategy — especially in retirement. When it comes to your finances, knowledge provides protection where it’s needed most. The right guidance, at the right time, can make the difference between preparing for life’s uncertainties and anticipating them. With recent changes in tax legislation, it’s more important than ever to put knowledge to work ahead of the next tax season. This year, …

How do headlines affect your portfolio? Your Midyear Investment Update

jerrodferguson Market Update

Each summer, we provide a Midyear Investment Update because we believe in not only preparing for life’s uncertainties but also anticipating them before they occur. Here are some fresh financial perspectives backed by decades of expertise and focused on peace of mind.   Real News Vs. Fake News In recent months, news headlines have been heating up, and some investors are questioning the volatility of U.S. and international markets. Amid this concern, our investment advice remains steady: Maintain a healthy …

A Tax Reduction Strategy For People Who Give Back

VanceWealth Charitable Giving, Tax Issues

Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable giving in their plan for financial success. Why? They consider it to be their job to support a community that has supported them. It’s why they plan and invest. It’s why they achieve. At Vance Wealth, it’s our job to help you achieve more — especially when it …