061218 Vance Wealth Marketing Day 2 SchlickArt 7231SRGBlowres 1016x677 - 3 Myths & Truths About College Savings That Will Raise Your Spirits

3 Myths & Truths About College Savings That Will Raise Your Spirits

VanceWealth Uncategorized

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 …

JV - To Our Vance Wealth Friends and Family

To Our Vance Wealth Friends and Family

VanceWealth Team Update

The past quarter brought many changes to business as usual, and though we’ve all been adjusting, I was proud to watch the Vance Wealth team find its groove with the same urgency and passion I value so much. Half of the team has chosen to work from home, and half of us have decided to continue working in the office while practicing safe social distancing. Regardless of where we choose to show up, however, we’ve all been grateful for the …

VW Q2 Newsletter pic COVER 1016x677 - Keeping Calm - Even in Crisis

Keeping Calm – Even in Crisis

VanceWealth Market Commentary

So much of what we aspire to in financial planning is simply freedom – freedom of your time, freedom to pursue opportunity, freedom to achieve purpose. When it allows you to live the life you’ve always imagined, working toward financial independence is a very empowering experience. But the recent global pandemic has challenged our notion of freedom on many fronts. We’re learning to live with new limitations as we put the health and safety of our loved ones and neighbors …

Family Legacy Advanced Perspective 2019 Quarter 3 1016x625 - Protecting Your Legacy - 5 reasons families lose their legacy over time

Protecting Your Legacy – 5 reasons families lose their legacy over time

VanceWealth Retirement

After a lifetime of success, it all comes down to the family legacy you’ll leave behind. How are you protecting yours? You may have heard the old Chinese adage: “Wealth never survives three generations.” While it may seem like nothing more than a cautionary tale, in practice, passing family wealth from generation to generation is a much more difficult task than most of us anticipate. At Vance Wealth, we pay particular attention to preserving family legacy because, when managed correctly, …