Financial Planning During Divorce: How To Take Control With Grace

September 1, 2020

Financial Planning During Divorce Proper financial planning during divorce is crucial to protect what’s yours and stay focused on what matters. Here are 10 tips to approaching divorce with financial savvy. At Vance Wealth, we’ve sat with clients as they approach some of the most challenging turning points of their lives. When it comes to…

From the Desk of John Vance

August 18, 2020

To Our Vance Wealth Friends & Family, Following a quarter of volatility and massive change, we’re grateful to be on track with our 10-year plan and entering a period of intentional growth at Vance Wealth. We’ve been hard at work building out our additional space, which gives us the room to double in size over…

2020 Q3 Investment Update – To Open or Not to Open? That is the Question.

August 18, 2020

Every individual and local government is asking themselves this same question. It is a constant struggle and well known that the virus has impacted everyone to varying degrees. How do you balance the economic and financial impact of the “Stay at Home” order, while also safely open the economy to get people back to work…

Lead Your Team Through Uncertain Times

August 17, 2020

During uncertain times, the difference between surviving and thriving is adaptability. We’re amid a massive economic, political, and social disruption, while the COVID-19 pandemic and its aftermath will continue to create far-reaching change. Some businesses will fail because they can’t or won’t pivot; however, the marketplace will also see tremendous innovation and cultural shifts, as companies…

Vance Team Member Spotlight – Meet Tara White, Director of Productivity

August 10, 2020

With an incredible memory and natural people skills, Tara White quickly grew past her role as administrative assistant and is now Vance Wealth’s Director of Productivity. As the glue that holds the office together, Tara has handled a wide range of duties, from marketing support to executive assistant work for our President John Vance. Now,…

In the Community – Help Us Support Single Mothers Outreach in Santa Clarita

August 10, 2020

Every day, we get to protect our clients from the most difficult of times and empower them in the best of times – a responsibility we passionately embrace. At Vance Wealth, we get to spend our days making a difference in someone else’s life. That’s what drives us. And it also drives our support of an incredible…

Committed to Continuous Growth

August 10, 2020

Now more than ever, we’re determined to give you our very best. As life changes daily, and the headlines become more and more confusing, we’re committed to providing financial clarity even amid uncertainty and crisis. We don’t simply prepare for the next steps but strive to anticipate them before they occur. Right now, this means…

Do I have enough to retire with the lifestyle I had planned?

July 30, 2020

If there’s one thing for certain, it’s that most of us don’t like uncertainty. It’s inherent in our nature, we like safety and security. If you’re nearing retirement, you’re probably asking yourself, “do I have enough to retire, with the lifestyle I had planned?” As simple as it sounds, living comfortably comes down to cash…

3 Myths & Truths About College Savings That Will Raise Your Spirits

May 27, 2020

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…