Sudden Wealth

Turn Sudden Wealth Into Forever Wealth

VanceWealth Sudden Wealth

We’ve all imagined coming into sudden wealth at some point, so what does your dream look like? Maybe it’s a business sale, a massive sign-on bonus, book royalties, a wildly popular invention, or even YouTube stardom. Perhaps you know you’ll eventually experience sudden wealth by receiving an inheritance. Well, what if that money became real? How would you handle it? Would you end up bankrupt, as many others do after receiving a lump sum or would you be able to …

Advanced 401k Primary Logo Black Text 2017 1016x383 - CalSavers Penalties on the Horizon

CalSavers Penalties on the Horizon

VanceWealth Business Owner

CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who haven’t registered—and it’s not cheap. Read more.  It is important to understand the business requirement of CalSavers vs. a qualified retirement plan. Learn the difference. At Advanced 401k Solutions, we collaborate with employers to align their retirement plans with their company goals. All while helping meet California State requirements. If you are an employer with 5 or more employees, please reach …

Achieve More 1016x677 - Setting Goals That Stick In Life & Business

Setting Goals That Stick In Life & Business

VanceWealth Business Owner, Financial Planning

As a business owner, your success is only as strong as the foundation it’s built on: you. If you’re not operating at your best, you can’t give your best to your business. That’s why it’s important to start your business planning with a big-picture view of your life and personal finances. By aligning your business and personal goals, you can achieve more across the board. Setting goals is one thing; however, achieving goals is another. At Vance Wealth, we’ve learned the trick …

John Vance 1016x531 - From the Desk of John Vance:  To Our Vance Wealth Friends and Family

From the Desk of John Vance: To Our Vance Wealth Friends and Family

Shanele Stoll Team Update

It’s that time again, when we transition from one year to the next, and I have to admit I kind of love everything it represents. The New Year gives us time to reassess and recalibrate our goals, which gives you a clear idea of how to move forward with fresh purpose. At Vance Wealth, we spend this time reviewing our 10-year and 3-year plans and based on any course corrections we need to make, we’ll update our 1-year plan, too. …

Kathy head shot

Vance Team Member Spotlight: Meet Kathy Spencer, Director of People and Culture

VanceWealth Team Update

As the firm’s Director of People and Culture, Kathy Spencer is dedicated to helping the team create balance in business and life, so they can all achieve more together. Raised in Santa Clarita, Kathy earned her bachelor’s degree in marketing with an emphasis in communications from California State University, Northridge. She began her career in sales for Pactel, a position that eventually grew into management and sales training as Pactel became Verizon. After a decade in sales, Kathy branched out …

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2022 – Q1 Investment Update

VanceWealth Financial Planning, Market Commentary, Market Update

Dear Clients and Friends, 2021 was a banner year for equities, as enormous fiscal and monetary stimulus through the pandemic supported the strongest economic and earnings growth in decades during the reopening. The S&P 500 Index experienced minimal volatility while returning 28.71% (largest intra-year pullback being just 5.2%), though there was plenty of action beneath the surface. In addition to the rollout of vaccines, markets were supported by several other positive developments, including strong corporate earnings and increased consumer demand. …

team photo

In the Community: Connection & Giving In 2021

VanceWealth Charitable Giving, Community

Vance Wealth is built on a set of shared values, and as we looked back at 2021, we noticed a particular focus on one – the desire to get more involved in the community. “When we defined our core values as a firm, we knew we wanted our team to be charitably inclined and community-minded. This is a shared value of many of our clients as well,” said John Vance, President and Visionary of Vance Wealth. We proudly announce that …

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Achieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth

VanceWealth Achieve More, Business Owner

Most business owners have one goal when it comes to taxes: Pay as little as possible this year. However, that isn’t how you save the most – or achieve the most – in the long run. In fact, at Vance Wealth, we believe paying taxes is the goal. Why? It means you’re successfully growing and earning more over time. “It’s safe to assume that, as a business owner, you want to grow your business in the future, so we can also assume you’ll be …

Business meeting

The Value of an Advisor: From Optimized Portfolios To Unemotional Decisions

Shanele Stoll Financial Planning

One of the most significant ways we believe we add value to our clients’ lives is simply by helping them see what they may not see on their own. We might find opportunities for growth in their portfolio, establish their first comprehensive financial plan, or provide a vital sense of peace in those moments when emotions run high. We strive to help restore order and confidence, even in life’s most human moments. “That’s the real value of working with someone …

Protect your credit

Simple steps to protect your credit!

VanceWealth Uncategorized

To freeze or not to freeze… We’ve had a few questions recently around freezing credit, so we thought it best to share some great steps you can take to protect yourself! Essentially, freezing credit helps protect you from having identity thieves open credit accounts in your name. Once your credit is frozen, the credit reporting agencies cannot disclose contents of your credit report to anyone. Lenders will not extend credit to you, or anyone claiming to be you. It’s super …