Posts by Shanele Stoll
Vance Wealth’s Annual Spring Reception: A Fun Event Celebrating 20 Years
At Vance Wealth, we not only strive to remove the stress that typically accompanies the financial planning process, but we also endeavor to make it feel as positive, optimistic, and motivating as possible. When the occasion calls for it, we even try to make the experience fun for everyone, and last quarter, that meant it…
Read MoreVance Wealth Unveils Growth Plans In Newport Beach Tyler Tilton To Lead Expansion Efforts
Vance Wealth’s Growth Plans in Newport Beach with Tyler Tilton, Financial Advisor. We are thrilled to unveil our growth plans in Newport Beach, with Tyler Tilton leading the expansion efforts. Tyler has recently relocated to the area, and plans are under way to open a new office soon. “Tyler Tilton has always been a valued…
Read MoreFrom the Desk of John Vance
After closing out a busy year and setting up for a successful start to 2023, much of our planning work was done, and I was able to enjoy some time with people I care about, both in the community and at home. In February, we celebrated the 2023 Empowering Hearts honorees and artists at Single…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager
With a positive presence and a passion for helping others grow in their professional roles, Brandy puts her experience in talent development to work as the Human Resources Manager at Vance Wealth. āSome of my greatest responsibilities include the recruitment, onboarding and development of our team,ā Brandy shared. āItās essential that we have the best…
Read MoreNavigating the Complexities of Tax Planning: Our Holistic Approach to Maximizing Your Wealth
Tax planning is an essential part of personal and business planning. No one wants to pay more taxes than they have to, but navigating the complex tax code can be overwhelming. That’s why having a tax planning philosophy and annual tax due diligence process helps guide decisions, reduce tax liabilities over your lifetime, and provides…
Read MoreHow Much Should You Be Contributing to Your 401k by Age? Tips for Planning Your Retirement
At Vance Wealth, we understand that everyone’s financial journey is unique and personal. We believe that you deserve a partner who can transform the complex into simple, providing clarity and a clear understanding of the path to your dreams and those of your family.Ā Planning for retirement is a crucial aspect of personal finance, and…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, I always enjoy this part of the year because itās a time of transition. As we move forward with excitement and optimism for whatās next, I also find it helpful to reflect back on what brought us here. Professionally, Iām filled with as much excitement for the move…
Read MoreLegacy Series: Choosing A Trusted Contact
Legacy Planning is about more than passing on wealth to the next generation. Choosing A Trusted Contact With Support From The Vance Wealth Team What’s a Trusted Contact? A trusted contact is an individual youāve authorized your financial firm to contact in specific circumstances, such as: 1. Your firm has been unable to reach you…
Read MoreSanta Clarita wealth management firm creates new planning approach for business owners
Santa Clarita wealth management firm creates new planning approach for business ownersĀ Powerful business solution integrates life and business planning while reducing tax burden Santa Clarita, Calif. āĀ Santa Clarita wealth management firm Vance Wealth announced a new business offering designed to help business owners simplify their planning approach to life and business. Simplify365Ā is a business…
Read MorePattiās Perspective: Educating Young Adults on Money Smarts
Empowering Women to Achieve More Those who know me know that I am passionate about educating young adults with money smarts. Unfortunately, financial literacy isnāt taught in schools (although I see this increasing!), and often the conversations arenāt happening at home. College kids are graduating with credit card debt and student loan debt. A study…
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