BLOG
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,…
Will You Benefit Or Lose With The New Tax Laws?
New tax laws are significant and sweeping. To move from loss to gain, it’s time to rethink your tax strategy — especially in retirement. When it comes to your finances, knowledge provides protection where it’s needed most. The right guidance, at the right time, can make the difference between preparing for life’s uncertainties and anticipating…
How do headlines affect your portfolio? Your Midyear Investment Update
Each summer, we provide a Midyear Investment Update because we believe in not only preparing for life’s uncertainties but also anticipating them before they occur. Here are some fresh financial perspectives backed by decades of expertise and focused on peace of mind. Real News Vs. Fake News In recent months, news headlines have been…
A Tax Reduction Strategy For People Who Give Back
Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable giving in their plan for financial success. Why? They consider it to be their job to support a community that has supported them.…
Retirement Wellness: 5 Elements To A Lifestyle You’ll Love
Retirement wellness is about more than having enough money. It’s a lifestyle change that will affect every area of your life, as well as your wallet. Retirement is a big deal. Not only do you need enough money to cover the bills for the rest of your life, but you’re also facing a pretty dramatic…
Retirement Planning For Women: Turn These 4 Challenges Into Opportunity With Proper Planning
Not all retirement planning is created equal. Retirement planning for women comes with its own set of challenges — and the opportunity to save more through proper planning. Planning your financial future can be complicated. Every financial journey is unique and includes important personal choices that have significant benefits and consequences. That’s why we partner…
Longtime Vance Wealth Team Member Barbara Erickson Announces Semi-retirement
One of the privileges of being on the Vance Wealth team is helping you design a completely unique financial journey — and then watching as you reach success and independence in finances and life. Today, we are proud to watch one of our own do the same. “Just as we want each of you to…
Vance Wealth Purchases Santa Clarita Building
Financial planning team expands presence in Santa Clarita, in response to local growth Santa Clarita, CA — Prompted by 15 years of steady growth, financial planning team Vance Wealth purchased a new building in Santa Clarita, bringing its entire team under one roof for the first time. “At the core of Vance Wealth is a…
Investment Update – Quarter 1
The end of 2017 brings to a close one of the best years for global equity markets in nearly a decade. I like to think of 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there wasn’t much in the way of…