Healthy Habits for Female Investors Women today are placing a great emphasis on helping the world at large, whether it involves financial support or volunteer work. Women love making an impact! Women control 52% of the wealth nationwide, which is expected to grow to an estimated two thirds by 2030*. Given this wealth, it’s crucial women understand how to best manage their assets and have healthy habits in place. Here’s a few thoughts I’d like to share: 1) Know …
Patti’s Perspective: 5 Tax-Saving Tips that must be applied by year end.
As we head into the Fall, my favorite time of year, I’m all about the pumpkin spice. Yes, I’m one of those- I love everything pumpkin! Don’t judge me. But, at Vance Wealth, this time of year is all about year-end tax planning. Here are 5 Tax-Saving Tips that must be applied by year end: Convert your IRA to a Roth IRA: With a Roth IRA, all future withdrawals are tax free, and all gains and earnings grow tax free. …
Live in the Ask – with Patti Handy
As a podcast junkie, I’m always coming across great insight and information. Whether it’s feeding my emotional health, physical health or financial health, I love powerful learning. On a recent podcast, Mark Victor Hansen was being interviewed, discussing the ‘power of asking.’ Asking the big questions, and not so big questions. If you’re at a crossroads in life, not in the career you really love, in a relationship that isn’t flourishing or struggling with your health, he suggests you ask …
5 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. It’s during this time, and always really, you need to count on people to have your back. Without my tribe, I wouldn’t have been able to get through my divorce, at least not without a permanent twitch! At Vance Wealth, we advocate for our clients, helping …
Patti’s Perspective
Ever wonder how the busiest people get the most done? It’s called leverage. With our schedules seemingly getting busier every day, it’s more important than ever to step back and take a good look at how you’re spending your time. You are an expert in your field, and although you are capable of doing many tasks within your business, should you? Is this really the best use of your time? I don’t have a clue how to build a website. …
Patti’s Perspective
You’ve probably heard about Stephen Covey’s 90/10 principle. The trickier question is, do we live by it? For me, not always, but I’m working on it. Basically, his point is that our experiences in life are 90% how we perceive or react to an event, and 10% is what actually happens to us. Most of the time, the 10% is out of our control. For example, we’ve all been cut off on the freeway, right? That’s the 10% part. Maybe …
Empowering Women To Achieve More: Patti’s Perspective
Growth Through Adversity We’ve heard it many times, “it’s through the challenges we face, lies the greatest opportunity for growth.” Adversity allows us to build resilience, step into our greatness and find our true selves. I just wish it didn’t hurt so much. When I went through my divorce, I felt like I was drowning. Literally, there were times I couldn’t catch my breath. When I would pop up for air, something pushed me back under water, or so it …
Patti’s Perspective – Empowering Women to Achieve More
Empowering Women to Achieve More In an effort to please others, oftentimes we can get caught in the perfection trap, especially as women. The reality is that perfection is an illusion, and a dangerous one at that. Women tend to overthink and overanalyze, especially those of us who try to make everyone happy. One of my favorite quotes from Brene Brown is “Perfectionism is not the same thing has striving to be your best. Perfectionism is the belief that if …
What’s your money story?
What’s your money story? We all have one. Our money story is tied to the beliefs that we learned when we were children, from birth to about 8 or 9 years old. We took in information we couldn’t filter it, so if we heard stories of lack, fear or abundance, that’s what we knew to be true. We may have those same limiting beliefs now; they are deep within our subconscious. We may be behaving based on those stories and …