Achieve More
Achieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth
Most business owners have one goal when it comes to taxes: Pay as little as possible this year. However, that isnāt how you save the most ā orĀ achieveĀ the most ā in the long run. In fact, at Vance Wealth, we believe paying taxesĀ isĀ the goal. Why? It means youāre successfully growing and earning more over time.…
Read MoreAchieve More: 5 Ways to Support Small Businesses
At Vance Wealth, we believe collaboration drives success because we witness the power of working together every day. Whether weāre serving our clients or the community, we strive to act as a trusted partner by finding opportunities to achieve more together. And, weāve learned this kind of spirit always pays off. Thatās why we wanted…
Read MoreAchieve More: Health Tip with Kathy Spencer, Director of People and Culture
āOver the past year, I got out of the habit of working out. I felt lethargic, was out of shape, and put on a few pounds. In hopes of getting back on track, I checked out several YouTube workout programs I could do from home. There are several great free ones. My favorite is NourishMoveLove.com…
Read MoreMaking Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond
Learning To Find The Small Wins In Financial Planning & Beyond Whether youāre living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that āthe next big achievementā will deliver it is no way to live. Yet, weāve all done it. How many days have you completed…
Read MoreHealth Tip – Committed To Continuous Growth
Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robinās work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…
Read MoreDaily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners
If a financial plan is a companyās roadmap to success, then its operations are the daily steps to achieve that success. Thatās why itās so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your…
Read MoreJOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS
FOR IMMEDIATE RELEASE Media Contact: Shanele Stoll Vance Wealth Santa Clarita, CA ā John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11,…
Read MoreEmpowering Women To Achieve More: Patti’s Perspective
Growth Through Adversity Weāve heard it many times, āitās through the challenges we face, lies the greatest opportunity for growth.ā Adversity allows us to build resilience, step into our greatness and find our true selves. I just wish it didnāt hurt so much. When I went through my divorce, I felt like I was drowning.…
Read MoreFrom the Desk of John Vance – To Our Vance Wealth Friends and Family
We closed out last year with some quality family time at home and powerful planning at the firm, and it inspired a nice balance in life and business at the start of the new year. While the holidays were fairly uneventful, it was nice to spend Christmas at home with just the kids. We werenāt…
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