Retirement
7 Social Security Myths & Truths
There’s so much at stake when it comes to determining your ideal retirement plan. How do you ensure you’re gettingĀ the mostĀ 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,…
Read MoreRetirement Tips by Generation: Maximize Your Savings During Each Stage of Life
Itās never too early to start planning for retirement ā and itās never too late. In fact, the best time to begin preparing for your ideal financial future is now. However, the right retirement and savings strategies are different at each stage of life. To help you get an idea of where to start, here…
Read MoreHow Much Should You Be Contributing to Your 401k by Age? Tips for Planning Your Retirement
The IRS has increased the 401(k) plan contribution limits for 2023
The IRS has increased the 401(k) plan contribution limits for 2023. Millions of Americans can save more in their retirement accounts in 2023 due to inflation adjustment increases to contribution limits recently updated by the Internal Revenue Service. The higher limit contributions offer significant savings opportunities. Please see our updated fact sheet for more details.…
Read MoreSanta Clarita 401k Advisor offers valuable benefit to help employers attract talent
Santa Clarita 401k Advisor offers valuable benefit to help employers attract talent. Financial education can provide competitive edge in hiring shortage. Santa Clarita, Calif. āĀ Santa Clarita wealth management firm and 401k Advisor Vance Wealth recently announced a new benefit that may help local businesses attract and retain top talent. The added perk could give employers…
Read More4 Keys to a Strong Financial Foundation for business owners
At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when itās needed to forge a path to something greater. For business owners, this includes a financial plan for your company…
Read MoreStart The Year With 3 Keys To Financial Success
There are three keys to starting 2021 with personal and financial success. Here are our recommendations from the Vance Wealth advisors. After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all dealt with massive disruption and change in life and business, so…
Read More10 Tax Saving Tips That Must Be Applied Before 2021
Weāve got some great tax-saving tips for you, but they require action before the end of the year. There are only a few weeks left of viable tax planning time in 2020, so letās dive right in. Do You Need To Act Now? You may need to pivot your tax plan before the end…
Read MoreHealth Tip – Committed To Continuous Growth in Life & Business
Maintaining a productive mindset has been a challenge as we all navigate working remotely and engaging with a team in a highly digitized world. Hours spent in front of screens have taken a new toll on our energy levels, and by the end of the day, itās easy to feel that special kind of āZoom…
Read MoreDo I have enough to retire with the lifestyle I had planned?
If thereās one thing for certain, itās that most of us donāt like uncertainty. Itās inherent in our nature, we like safety and security. If youāre nearing retirement, youāre probably asking yourself, ādo I have enough to retire, with the lifestyle I had planned?ā As simple as it sounds, living comfortably comes down to cash…
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