Posts Tagged ‘finance’
5 Ways To Build A Meaningful Career Legacy
Legacy is about muchĀ moreĀ than a dollar amount. After youāve poured your heart and soul into a business, it represents a significant part of your lifeās work. Not only do you want it to thrive after youāre gone, but you also want to know that your impactĀ made a differenceĀ ā to you, your staff, your clients, and…
Read More2022 Quarter 2 Market Update
Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of…
Read MoreCalSavers Penalties on the Horizon
CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who havenāt registeredāand itās not cheap. Read more.Ā It is important to understand the business requirement of CalSavers vs. a qualified retirement plan. Learn the difference. At Advanced 401k Solutions, we collaborate with employers to align their…
Read MorePattiās Perspective: 5 Tax-Saving Tips that must be applied by year end.
As we head into the Fall, my favorite time of year, Iām all about the pumpkin spice. Yes, Iām one of those- I love everything pumpkin! Donāt 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:…
Read MoreMaking Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond
Learning To Find The Small Wins In Financial Planning & Beyond Whether youāre living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that āthe next big achievementā will deliver it is no way to live. Yet, weāve all done it. How many days have you completed…
Read MoreRestoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.
The loss of a spouse is something we spend nearly our entire lives fearing, which also means we donāt typically spend a lot of time thinking ā or planning ā for this kind of event. But in a moment of devastating pain, having a plan gives you the confidence to focus on what really matters,…
Read MoreAttract Top Talent With Superior Benefits – Employee Financial Wellness
As an employer, itās easy to dismiss your employeeās financial wellness as a personal matter. If it affects business, however, then it becomesĀ yourĀ business. An annual PwC Employee Financial Wellness Survey found that 35% of employees are distracted at work due to financial matters. Additionally, a study by Fidelity Investments found that employees with high debt…
Read MoreIn the Community: Networking with NextSCV
Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and aĀ seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of…
Read More2021 Q2 Investment Update
Weāve officially surpassed the 1-Year Anniversary of this pandemic. I do not think any of us realized it would go on for this long, considering what we were told in the beginning. When we look back over the past year, I feel like in general it flew by because we did not really do much…
Read More4 Keys to a Strong Financial Foundation for business owners
At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when itās needed to forge a path to something greater. For business owners, this includes a financial plan for your company…
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