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…

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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…

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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…

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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,…

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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…

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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…

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Setting your financial goals at the start of the year can be a daunting, emotional process. But it doesn’t have to be. Here’s a complete guide to financial goal setting that will help you achieve more this year. To make this process less overwhelming and more actionable, it’s best to break down goals into short-term,…

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While the holidays have us focused on gift lists, there’s another important one to keep in mind. Our year-end tax planning checklist, along with a little help from your tax planner, can make the difference between saving and paying.   Proactive financial experts know the months leading up to year-end are an ideal time to…

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Vance Wealth Team Member Spotlight Born and raised in Brooklyn, New York, Robin Strauss has been bringing laughter and an East Coast flair to our Santa Clarita office ever since she started. As Vance Wealth’s Client Services Associate, she serves nearly everyone throughout the year, and she’s the first line of contact whenever a client…

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