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From the Desk of John Vance
To Our Vance Wealth Friends and Family, One of the things we do at each year-end is reflect on our recent progress before looking toward the future. This year, as we reflect on the last 18 months, we’re filled with such immense gratitude for the tremendous growth we’ve experienced. In that time, we’ve added five…
Vance Team Member Spotlight – Meet Niall Shaffery, Client Service Associate
As a Client Service Associate, Niall Shaffery is thrilled to begin his career with a great wealth management team, while he simultaneously works to expand his professional skill sets and grow within the company. “As a kid, I’d always thought about becoming a lawyer like my dad,” Niall explained. “But in high school, I really…
Making Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond
Learning To Find The Small Wins In Financial Planning & Beyond Whether you’re living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that “the next big achievement” will deliver it is no way to live. Yet, we’ve all done it. How many days have you completed…
8 Tax-Saving Tips That Must Be Applied Before Year-end
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. 8 Tax-Saving Tips That Must Be Applied Before Year-end It’s important to understand that these tax-saving tips will only save you money if they are right for you. There are some…
Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.
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,…
Santa Clarita 401k Advisor offers valuable benefit to help employers attract talent
Santa Clarita 401k Advisor offers valuable 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…
Planning for Every Outcome: Prepare For Tax Changes Before You Run Out Of Options
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…
Achieve More: Health Tip with Tara White
“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…
2021 Q4 – Investment Update
Fall is upon us! Neighbors are dusting off their ghouls and goblins and decorating for Halloween. Once Thanksgiving arrives, it seems like the year ends within a blink of an eye and 2022 is here. Not that long ago did our uphill journey begin from the depths of the “COVID Correction” ravine. Now it’s time…