Will You Benefit Or Lose With The New Tax Laws?

Vance Wealth Group Tax Issues

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 them. With recent changes in …

How do headlines affect your portfolio? Your Midyear Investment Update

Vance Wealth Group Market 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 heating up, and some investors …

A Tax Reduction Strategy For People Who Give Back

Vance Wealth Group Charitable Giving, Tax Issues

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. It’s why they plan and …

A big-picture approach to planning for your new lifestyle

Vance Wealth Group Retirement

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 lifestyle change. Couple that with …

Retirement Planning For Women: Turn These 4 Challenges Into Opportunity With Proper Planning

Vance Wealth Group Retirement

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 with our clients to provide …

Vance Wealth Purchases Santa Clarita Building

Vance Wealth Group Uncategorized

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 commitment to respond to the …

Investment Update – Quarter 1

Jerrod Ferguson Market Commentary

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 surprises. Every month, your account …

State and Local Tax Reform

Vance Wealth Group Tax Issues

The new tax reform bill that has been agreed upon by the House and Senate, but not yet signed into law as of December 18th, seeks to limit the deduction of property taxes as well as state and local income taxes for 2018 and beyond. While the bill is not finalized, it might make sense for you to be proactive …

Do your property taxes exceed $10,000 per year?

Vance Wealth Group Tax Issues

  The new tax reform bill that has been proposed by the House and Senate seeks to limit the deduction of property taxes for 2018 and beyond. While the bill is not yet finalized, it might make sense for you to be proactive on this issue. If you pay more than $10,000 per year in property taxes on your primary …