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 …
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 …
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 …
College savings can feel like an impossible task thanks to these three common myths; however, the truth is bound to lift your spirits and help you get started. For many families, saving for college is such a daunting task that it ends up feeling more defeating than empowering. There are a handful of myths and misconceptions about the college savings process that can be even more immobilizing, preventing parents from ever getting started. At Vance Wealth, it’s our mission …
Take any successful athlete and you will find a brilliant coach by their side. On their own, the athlete can oftentimes obtain great results, but with the guidance, experience and insight of their coach, new levels of success can be achieved. You’ll find this in many professions, as executive coaches, business coaches and life coaches can take individuals to new heights, professionally and personally. Financial advisors are no different. As the ‘quarterback’ for their client, the added value of working …
We understand that many people are working from home and trying their best to practice social distancing. We wanted to provide you with some resources that might make your new day- to- day adjustment a bit easier. We hope that this information might be useful to pass along to others. Grocery Delivery Services: Amazon Instacart Wal-Mart Grocery Delivery Omaha Steaks Food Delivery Services: Santa Clarita Food delivery: WeGo SCV https://www.wegoscv.com/ Uber Eats DoorDash GrubHub Postmates CDC’s Official Website for COVID-19 Updates: …
It’s no secret that the explosive rise of technology in recent decades has drastically changed the landscape of our everyday world. So it shouldn’t come as a surprise that advancing technology has a particularly far-reaching impact on members of the older generations. Today’s seniors are using this world of new possibilities to live longer, more independent and fulfilling lives. According to their website, the MIT AgeLab “…is a multidisciplinary research program that works with business, government, and NGOs to improve …
The True Purpose Of Vance Wealth At Vance Wealth, financial planning isn’t just about the numbers. Through thoughtful planning and introspective goal setting, we strive to show you how financial success can support a long, healthy life and create a lasting impact for you, your loved ones, and your community. Why? In our experience, true wealth has the means to improve your life and the lives of others. As we look ahead to a new decade, we’ve been deeply inspired …
We’ve all imagined coming into sudden wealth at some point, so what does your dream look like? Maybe it’s a business sale, a massive sign-on bonus, book royalties, a wildly popular invention, or even YouTube stardom. Perhaps you know you’ll eventually experience sudden wealth by receiving an inheritance. Well, what if that money became real? How would you handle it? Would you end up bankrupt, as many others do after receiving a lump sum or would you be able to …
Vance Wealth has long committed to provide consistent education to team members, clients and the community. It’s more than a promise; it’s a care philosophy that guides our culture and growth. When we noticed a glaring gap in education and services for business owners and their employees; we felt compelled to act. “Our market research, concluded that the small-business space was underserved and undereducated in terms of their 401k plan options,” explained John Vance, Founder and President of Vance Wealth. …
