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Spring Cleaning Your Finances – A Spring Time Spruce-Up
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…
Vance Wealth Team Member Spotlight – Meet Lisa Maloney
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…
Investment Update – Q1
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…
A Complete Guide To Financial Goal Setting In 2019
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,…
Here’s Your Year-end Tax Planning Checklist
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…
Vance Wealth Welcomes New Team Members
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…
Getting To Know Your Team: Meet Robin Strauss
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…
Tax Planning Be Proactive…. Let Us Help
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,…
Is now a good time to invest?
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…