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The 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 MoreBEST 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 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 MoreUnderstanding Recent Market Volatility
Staying Informed and Focused Amidst Market Fluctuations The equity markets have recently experienced significant drops. With these sudden changes, we want to keep you informed about what’s happening. Here are some insights to help you navigate this period of ongoing volatility, especially with a contentious election ahead. If you have any questions about the market,…
Read More2024 Q1 Market Update
We hope you enjoyed the holiday season with the ones that matter most. Everyone at Vance Wealth is excited for this New Year, and we are motivated to begin making progress on our personal and firm goals. While past performance is not indicative of future results, we like to reflect on the past year to…
Read MoreYour Year-End Tax Planning Checklist: Securing Your Financial Future
As the holiday season approaches, it is not just your gift list that deserves attention. Your year-end tax planning checklist is essential this year. Proactive financial experts understand that the months leading up to year-end provide a prime opportunity to make final tax-saving moves that can substantially impact your financial well-being. To help you prepare…
Read MoreHealth Tip
Professional success is often influenced by how we feel – physically, mentally and emotionally. That’s why a focus on health and wellness has naturally become a favorite part of our company culture. We love sharing new health tips and ideas whenever we find something that makes a difference in our energy levels and daily performance.…
Read MorePatti’s Perspective: Educating Young Adults on Money Smarts
Empowering Women to Achieve More Those who know me know that I am passionate about educating young adults with money smarts. Unfortunately, financial literacy isn’t taught in schools (although I see this increasing!), and often the conversations aren’t happening at home. College kids are graduating with credit card debt and student loan debt. A study…
Read MoreAchieve More: Entrepreneur Edition – 3 Tax Planning Opportunities You Don’t Want to Miss!
More often than not, the most costly tax mistakes we see are not errors, but missed opportunities, including overlooked opportunities for long-term planning, strategic deductions, and reduction of your lifetime tax liability. “That’s all the more true for business owners, who have complex tax blueprints that include both personal and corporate returns,” explained John Vance,…
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