Spring Clean 1 2 - Spring Cleaning Your Finances - A Spring Time Spruce-Up

Spring Cleaning Your Finances – A Spring Time Spruce-Up

VanceWealth Uncategorized

The warmer weather and blooming flowers should be a reminder that spring cleaning time is here! As you make your spring cleaning plans, consider adding these financial steps into your routine because they may have a more significant impact on your overall financial picture than you think. Updating Financial Documents Throughout the year, your financial to-do list can grow so long that maintenance items are far from the top of the list. That’s why it helps to dedicate time each …

Lisa Horizontal 1016x677 - Vance Wealth Team Member Spotlight - Meet Lisa Maloney

Vance Wealth Team Member Spotlight – Meet Lisa Maloney

Shanele Stoll Team Update

Almost 15 years ago, Lisa’s daughter met John’s daughter in Gymboree. The two families became fast friends, and Lisa and her husband, Tom, became clients of the firm. During their annual client meetings, John routinely asked Lisa, a stay-at-home mom at the time, when she would return to work. With 10 years previous sales and business experience, the day finally came when Lisa joined the Vance Wealth team. Lisa handles all internal operations, ensuring everything runs smoothly for the firm. …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Investment Update - Q1

Investment Update – Q1

Shanele Stoll Market Update

2018 – Recap At the beginning of last year (2018), we compared the market in 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there was not much in the way of surprises. We all have been on a roller coaster, and we know what had to happen next. The markets in 2018 were filled with steep declines and subsequent recoveries. Investors were nervous about what was …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - A Complete Guide To Financial Goal Setting In 2019

A Complete Guide To Financial Goal Setting In 2019

Shanele Stoll Uncategorized

Setting your financial goals at the start of the year can be a daunting, emotional process. But it doesn’t have to be. Here’s a complete guide to financial goal setting that will help you achieve more this year. To make this process less overwhelming and more actionable, it’s best to break down goals into short-term, mid-term and long-term categories. List Your Financial Goals Make a list of your financial goals. Include the approximate date when you hope to achieve them, …

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, …