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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…
From the Desk of John Vance – To Our Vance Wealth Friends and Family
To Our Vance Wealth Friends and Family, Though it’s been a tough year in many ways, I’ve spent a lot of this time looking for the silver linings and hidden opportunities, and in October, I found one when I got the chance to do something special with my daughter, Lauren. As a student at Valencia…
What’s your money story?
What’s your money story? We all have one. Our money story is tied to the beliefs that we learned when we were children, from birth to about 8 or 9 years old. We took in information we couldn’t filter it, so if we heard stories of lack, fear or abundance, that’s what we knew to…
With the Election Looming, Have the Results Mattered Historically for Markets?
It has been argued that the upcoming election on November 3rd between Democratic presidential nominee Joe Biden and the incumbent Republican president Donald Trump, is the most important election in history. I am not here to argue that; I believe every election is important. But, while important, has it really mattered who won (Democrat or…
Financial Planning During Divorce: How To Take Control With Grace
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…
When the world is changing … so should your financial plan
Since the coronavirus outbreak, planning ahead has never felt more difficult. From revenue projections to school schedules, our daily lives have been focused on short-term solutions without much guarantee of what the future may hold. We’ve been running our businesses and lives in survival mode because, for a time, it was necessary. But at some…