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Achieve More: Entrepreneur Edition â 3 Tax Planning Opportunities You Donât 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. âThatâs all the more true for business owners, who have complex tax blueprints that include both personal and corporate returns,â explained John Vance,…
Read MoreVance Wealth Team Member Spotlight: Carrisa Flores
Carrisa Flores, Paraplanner As the firmâs Paraplanner, Carrisa Flores finds passion and purpose in the focused, structured work it takes to support the Wealth Advisors at Vance Wealth. Originally from the Inland Empire, Carrisa began her career as a respiratory therapist at Riverside Medical Clinic. While she found it both challenging and rewarding, she eventually…
Read MoreIn the Community: Supporting the SCV Chamber
Keeping up with our commitment to community involvement, the Vance Wealth team gets together for a local nonprofit event or fundraiser each quarter. In October, that meant teeing up to support the Santa Clarita Valley Chamber of Commerce. The 2022 Oak Tree Classic Golf Tournament was held at The Oaks Club in Valencia and did…
Read MoreWith Gratitude For Your Continued Trust
In a challenging market, the path to financial success can quickly start to feel unclear, uncertain, and overwhelmingly stressful. Trusting that youâre still on your way to achieving more isnât easy. But thatâs precisely when we aim to make the biggest difference for our clients. âWe consider it our responsibility to not only steer you…
Read MoreWhat to Shred & What to Keep
You hear advice all the time that you should shred sensitive documents to reduce your risk of identity theft. However, what exactly are âsensitive documents,â 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,…
Read MoreiBonds have been creating quite the buzz lately! But, are they right for you?
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 everyoneâs attention, and I Bonds can be purchased through October 2022 at the current rate.âŻThat…
Read MoreCollege Savings: Learn the benefits of Starting Early
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, itâs our mission to pay our experience forward, providing clarity where itâs needed most. Weâre dispelling the most common myths about college savings, so…
Read MoreAchieve More: Health Tip with Tara White
âMy husband, Jared, and I bought a Peloton Bike at the beginning of this year, and our only regret was not getting it sooner! Iâll do a ride either before or after work, and itâs really helped us stay more active. The Peloton app also provides a variety of other workouts that make you break…
Read More5 tips to help you navigate divorce
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. Itâs during this time, and always really, you need to count on people to have your back. Without my tribe, I…
Read MoreThe Quest for Excellence – Letâs talk about the ABCâs of why you should hire a Financial Advisor.
As much as I enjoy working out, there are some days I just donât 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…
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