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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,…
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…
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…