Uncategorized
BEST PRACTICES FOR THE SEAMLESS TRANSFER OF WEALTH
Leaving Behind a Meaningful Financial Legacy Leaving behind a meaningful financial legacy is about more than just wealth. At Vance Wealth, we believe it’s also about protecting your family’s peace of mind. It’s difficult enough to pick up the torch and carry on the family legacy without the undue burden of a messy and confusing…
Read MoreTo Freeze or Not to Freeze: Safeguarding Your Financial Security. Simple steps to protect your credit!
To freeze or not to freeze… We’ve had a few questions recently around freezing credit, so we thought it best to share some great steps you can take to protect yourself! Essentially, freezing credit helps protect you from having identity thieves open credit accounts in your name. Once your credit is frozen, the credit reporting…
Read MoreAdVanced Perspective: Summer 2025 Newsletter
Our Summer Newsletter is here created with your questions, goals, and next chapter in mind. This season, we opened a new office, celebrated big milestones, and helped clients navigate meaningful transitions including one powerful retirement story that reminds us why planning is about more than just numbers. In this issue, you’ll find: Click the image…
Read MoreWhat To Do After Losing a Spouse: Financial Guidance for Moving Forward
Navigating life after the loss of a spouse is an experience that can’t be completely planned for. No checklist or article can fully prepare you for the quiet moments, the tough decisions, or the unexpected waves of emotion that follow. In those first few months, the world often feels unfamiliar—and the future, uncertain. But even…
Read MoreHow to Give Without Creating Dependency: A Legacy of Empowerment
An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson When it comes to creating a legacy, many families ask how they can support their loved ones without unintentionally enabling unhealthy financial habits. It’s a thoughtful question and one we help clients navigate with care. Here, Jerrod shares a simple strategy for giving during your lifetime…
Read MoreSummer Reflections from John Vance
A Season of Milestones To Our Vance Wealth Friends and Family, It’s been a summer of momentum and milestones, with the perfect mix of family time, quick getaways, and a few big wins at the office. In May, we celebrated a proud family moment: Lauren graduated from Boise State with her degree in Health Sciences…
Read MoreThe Leap Into Retirement: Why Trust and Timing Make All the Difference
Retirement is one of life’s most significant financial milestones. For many, it’s a transition filled with both excitement and uncertainty. Even with a solid retirement plan in place, stepping away from a career can bring up unexpected emotions especially when it comes time to turn off that steady paycheck. At Vance Wealth, we understand that…
Read More2025 – Q1 Market Update
Dear Clients and Friends, We know 2025 did not start the way we envisioned. We all know someone personally that was affected by the LA County fires that ravaged the Palisades and Altadena communities in early January. In the coming months and years, we are going to have to work together to find ways to…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT
With a passion for digital marketing and a versatile skill set, Operations Associate Roy Carter brings creativity and efficiency to his role at Vance Wealth. Originally from North Hollywood, Roy moved to Santa Clarita at age 8 and has called it home ever since. His entrepreneurial spirit led him to create an automotive YouTube channel…
Read MoreAre You Relying on Year-End Purchases for Tax Savings? Let’s Build a Smarter Plan
As the year comes to a close, many business owners feel pressured to make last-minute purchases—such as trucks or machinery—to take advantage of tax deductions. However, if you’re buying equipment you don’t truly need just to lower your tax bill, it may be time to rethink your strategy. Short-Term vs. Long-Term Tax Savings Focusing solely…
Read More