Posts by VanceWealth
Do I have enough to retire with the lifestyle I had planned?
If there’s one thing for certain, it’s that most of us don’t like uncertainty. It’s inherent in our nature, we like safety and security. If you’re nearing retirement, you’re probably asking yourself, “do I have enough to retire, with the lifestyle I had planned?” As simple as it sounds, living comfortably comes down to cash…
Read More3 Myths & Truths About College Savings That Will Raise Your Spirits
College savings can feel like an impossible task thanks to these three common myths; however, the truth is bound to lift your spirits and help you get started. For many families, saving for college is such a daunting task that it ends up feeling more defeating than empowering. There are a handful of myths…
Read MoreTo Our Vance Wealth Friends and Family
The past quarter brought many changes to business as usual, and though we’ve all been adjusting, I was proud to watch the Vance Wealth team find its groove with the same urgency and passion I value so much. Half of the team has chosen to work from home, and half of us have decided to…
Read More2020 Q2 Investment Update
2020 Q2 Investment Update The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will subside and prosperity will return. But, what cannot be so easily recovered is the loss of a job, the loss…
Read MoreCoronavirus aid, Relief and Economic Security (CARES) Act of 2020
$2.5 trillion stimulus package passed on March 27, 2020, aimed at providing some financial relief to small businesses and their employees amid the coronavirus pandemic. How does this affect retirees? Temporary waiver of Required Minimum Distribution (RMD) rules Participants who have or are required to take a minimum distribution in 2020 based on the value…
Read MoreKeeping Calm – Even in Crisis
So much of what we aspire to in financial planning is simply freedom – freedom of your time, freedom to pursue opportunity, freedom to achieve purpose. When it allows you to live the life you’ve always imagined, working toward financial independence is a very empowering experience. But the recent global pandemic has challenged our notion…
Read MoreProtecting Your Legacy – 5 reasons families lose their legacy over time
After a lifetime of success, it all comes down to the family legacy you’ll leave behind. How are you protecting yours? You may have heard the old Chinese adage: “Wealth never survives three generations.” While it may seem like nothing more than a cautionary tale, in practice, passing family wealth from generation to generation is…
Read MoreThe Value of a Financial Advisor
Take any successful athlete and you will find a brilliant coach by their side. On their own, the athlete can oftentimes obtain great results, but with the guidance, experience and insight of their coach, new levels of success can be achieved. You’ll find this in many professions, as executive coaches, business coaches and life coaches…
Read MoreSocial Distancing Resources
We understand that many people are working from home and trying their best to practice social distancing. We wanted to provide you with some resources that might make your new day- to- day adjustment a bit easier. We hope that this information might be useful to pass along to others. Grocery Delivery Services: Amazon Instacart Wal-Mart…
Read MoreGet to Know – Patti Handy
Patti Handy Branch Associate It wasn’t until Patti went through a divorce, did she fully appreciate the financial education her parents taught her at a young age. As a child, she learned how to earn her own money, save it and invest it wisely. Little did she know, this would prove to be an invaluable…
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