061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - What to Shred & What to Keep

What to Shred & What to Keep

Shanele Stoll Uncategorized

You hear advice all the time that you should shred sensitive documents to reduce your risk of identity theft. However, what exactly are “sensitive documents,” and are there some you should keep for a while before destroying them? You are able to shred any of the following: Account Numbers, Passwords, PINs, Signatures, Social Security number, Date of Birth Tax Returns Retain for at least seven years. Never throw out a 1040, but receipts, W-2 Forms, and 1099 forms can be …

Jerrod & Vance Wealth Logo

iBonds have been creating quite the buzz lately! But, are they right for you?

Shanele Stoll Uncategorized

What are iBonds? How do iBonds earn interest? Understand the risks and opportunities. The latest investment buzz is that the initial interest rate on new Series I Savings Bonds is 9.62%! You heard right. This exciting interest rate has definitely caught everyone’s attention, and I Bonds can be purchased through October 2022 at the current rate. That rate is applied to the six months after the purchase is made. For example, if you buy an I Bond on July 1, the 9.62% would …

College savings

College Savings: Learn the benefits of Starting Early

VanceWealth Uncategorized

Thanks to these three common myths, college savings can feel like an impossible task; however, the truth is bound to lift your spirits and help you get started.  At Vance Wealth, it’s our mission to pay our experience forward, providing clarity where it’s needed most. We’re dispelling the most common myths about college savings, so you can start with the facts — and end up with a college savings plan that helps you achieve more for yourself and your children.  Our Most …

Protect your credit

Simple steps to protect your credit!

VanceWealth Uncategorized

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 agencies cannot disclose contents of your credit report to anyone. Lenders will not extend credit to you, or anyone claiming to be you. It’s super …

Health Tip  Tara - Achieve More: Health Tip with Tara White

Achieve More: Health Tip with Tara White

VanceWealth Community, Uncategorized

“My husband, Jared, and I bought a Peloton Bike at the beginning of this year, and our only regret was not getting it sooner! I’ll do a ride either before or after work, and it’s really helped us stay more active. The Peloton app also provides a variety of other workouts that make you break a sweat!  I have found a few favorite instructors that really motivate me, and I always look forward to their new classes. My goal is …

Pattis Perspective Back Cover 5 tips to help you navigate divorce 1016x1524 - 5 tips to help you navigate divorce

5 tips to help you navigate divorce

VanceWealth Divorce Digest, Uncategorized, Woman's Wealth

Uncertainty, loss of control and the emotional roller coaster of life is difficult for anyone, but especially challenging for those going through a divorce. Every area of life is affected-emotionally, mentally, physically and financially. It’s during this time, and always really, you need to count on people to have your back. Without my tribe, I wouldn’t have been able to get through my divorce, at least not without a permanent twitch! At Vance Wealth, we advocate for our clients, helping …

PH JF Guest 1016x677 - The Quest for Excellence - Let’s talk about the ABC’s of why you should hire a Financial Advisor.

The Quest for Excellence – Let’s talk about the ABC’s of why you should hire a Financial Advisor.

VanceWealth Uncategorized

As much as I enjoy working out, there are some days I just don’t want to go to the gym. I understand the health benefits and how good I feel afterwards, yet somedays, I have no interest. Enter the personal trainer. The person whose primary focus is my health and wellness. She loves to witness my constant improvement and personal growth, both personally and physically. Not only does she keep me on track with my workout routine, proper form and …

JV blog - In the Community - John Vance Leads The SCV Chamber Board In 2021

In the Community – John Vance Leads The SCV Chamber Board In 2021

Shanele Stoll Uncategorized

As part of his commitment to support the community, John Vance is excited to serve as the 2021 Chair of the Board of Directors for the Santa Clarita Valley Chamber of Commerce. Vance Wealth first joined the Chamber back when the firm started in 2003, and John has been on the board for the past two years. Now, as Chair, he will take the helm during a pivotal year. “We’ve seen a lot of small businesses struggle in the past …

Group photo

Achieve More: Entrepreneur Edition – 5 Ways Business Can Save With Proper Planning

Shanele Stoll Uncategorized

This year has been an incredible challenge for many businesses, as owners and employees alike adapt to quick, constant and sweeping change. While we all continue to settle into our new normal, the time has come for business owners to apply that same fresh eye and willingness to adapt to their financial plan. Why now? The end of the year is nearing, and the time to pivot is running out. “If you’ve been approaching your finances with the same mindset …

John and Lauren 2 - From the Desk of John Vance - To Our Vance Wealth Friends and Family

From the Desk of John Vance – To Our Vance Wealth Friends and Family

Shanele Stoll Achieve More, Uncategorized

To Our Vance Wealth Friends and Family, Though it’s been a tough year in many ways, I’ve spent a lot of this time looking for the silver linings and hidden opportunities, and in October, I found one when I got the chance to do something special with my daughter, Lauren. As a student at Valencia High School, her new reality is attending senior year from her bedroom every day, which isn’t how any of us imagined it. So, to find …