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In the Community – John Vance Leads The SCV Chamber Board In 2021
As part of his commitment to support the community, John Vance is excited to serve as the 2021 Chair of the Board of Directors for the Santa Clarita Valley Chamber of Commerce. Vance Wealth first joined the Chamber back when the firm started in 2003, and John has been on the board for the past…
Q & A with Tyler Tilton
Get to know the personal side of your finance professionals. Q: What’s your favorite aspect of the Vance Wealth company culture? A: We collaborate really well as a team. I like the company structure because it allows us to work well together and accomplish our goals. Vance Wealth truly is a family. Q: What core…
10 Tax Saving Tips That Must Be Applied Before 2021
We’ve got some great tax-saving tips for you, but they require action before the end of the year. There are only a few weeks left of viable tax planning time in 2020, so let’s dive right in. Do You Need To Act Now? You may need to pivot your tax plan before the end…
Achieve More: Entrepreneur Edition – 5 Ways Business Can Save With Proper Planning
This year has been an incredible challenge for many businesses, as owners and employees alike adapt to quick, constant and sweeping change. While we all continue to settle into our new normal, the time has come for business owners to apply that same fresh eye and willingness to adapt to their financial plan. Why now?…
Patti’s Perspective – Empowering Women to Achieve More
Empowering Women to Achieve More In an effort to please others, oftentimes we can get caught in the perfection trap, especially as women. The reality is that perfection is an illusion, and a dangerous one at that. Women tend to overthink and overanalyze, especially those of us who try to make everyone happy. One of…
Health Tip – Committed To Continuous Growth in Life & Business
Maintaining a productive mindset has been a challenge as we all navigate working remotely and engaging with a team in a highly digitized world. Hours spent in front of screens have taken a new toll on our energy levels, and by the end of the day, it’s easy to feel that special kind of “Zoom…
In the Community – Vance Wealth Offers Community Meeting Space To Nonprofits
As a local financial planning firm, we believe in showing up for our community during the difficult times and empowering them in the best of times. We hope to make a difference at every opportunity, so together, we may all forge a path to something greater. As Vance Wealth expands, in space and capabilities, we…
Vance Team Member Spotlight – Meet Lauren Fox, Director of First Impressions
As Director of First Impressions at Vance Wealth, Lauren Fox is excited to make hers as the team’s newest face and most eager collaborator. A lifelong Saugus resident, Lauren got her first chance to make an impression on the Vance Wealth team as a staff member at Valencia Country Club, where John Vance loves to…
Start The Year With 3 Keys To Financial Success
There are three keys to starting 2021 with personal and financial success. Here are our recommendations from the Vance Wealth advisors. After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all dealt with massive disruption and change in life and business, so…