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: …
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 …
The loss of a spouse is something we spend nearly our entire lives fearing, which also means we don’t typically spend a lot of time thinking — or planning — for this kind of event. But in a moment of devastating pain, having a plan gives you the confidence to focus on what really matters, rather than worrying about where the money will come from. “It’s our job to help you protect those who matter most, and that’s more than …
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. …
Vance Wealth announces longtime Wealth Advisor Jerrod Ferguson as the Vice President of the company. Please join the Vance Wealth team in celebrating our Vice President and Wealth Advisor, Jerrod Ferguson! “All of us at Vance Wealth are excited to announce Jerrod as Vice President, a role he’s been unofficially acting in as the practice has grown,” said Vance Wealth Founder and President John Vance. “I named Jerrod our Vice President because his dedication, level of knowledge, and care …
The warmer weather and blooming flowers should be a reminder that spring cleaning time is here! As you make your spring cleaning plans, consider adding these financial steps into your routine because they may have a more significant impact on your overall financial picture than you think. Updating Financial Documents Throughout the year, your financial to-do list can grow so long that maintenance items are far from the top of the list. That’s why it helps to dedicate time each …
