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 a much more difficult task than most of us anticipate. At Vance Wealth, we pay particular attention to preserving family legacy because, when managed correctly, …
There’s so much at stake when it comes to determining your ideal retirement plan. How do you ensure you’re getting the most from your hard-earned Social Security benefits? Deciding when to file can be confusing enough, as you attempt to juggle the many variables that determine your optimal plan. Yet plenty of misinformation persists around this topic, making it even more difficult to navigate this complex decision. That’s when having someone on your side really makes the difference. Our clients …
Q: Is now a good time to invest? Jerrod Ferguson: “The answer to this question always depends on one thing: When will you need to use the money? Once we know your time horizon and long term financial goals, we can determine how much risk you should take on those investments. If you’re going to be using the money for a very long-term goal like retirement, then yes, it’s likely a good time invest. If you need to spend …
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 possible health challenges, and anyone would feel a little overwhelmed. So how do you prepare? At Vance Wealth, we start …
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 the care, tools and experience required to help them achieve their financial goals. Often, those goals are different for women …
