Posts Tagged ‘planning’
The Right Move Isn’t Always a New One
There’s a moment in almost every client relationship. It’s usually quiet, sometimes hesitant, and always asked with sincere intention. In the natural pause of a meeting, or a late-night email, the question inevitably comes up: Should I be doing something different? Maybe a friend mentioned a stock that’s taken off. Maybe the market feels unpredictable.…
Read MoreThe Retirement Puzzle – When Every Decision Feels Connected
After more than four decades with the same employer, a couple nearing retirement had done everything right. They saved consistently. They built a life they were proud of. And as retirement approached, they were ready for the next chapter, including a dream home they had worked toward for years. But checking all the boxes doesn’t…
Read MoreQuiet Legacy Risks: Small Details That Can Make A Big Difference For Your Family
When people think about protecting their legacy, the focus often turns to big external risks, market downturns, tax law changes or economic uncertainty. But in reality, many estate and legacy challenges don’t come from dramatic events. They come from small details that quietly go unchecked for years. A beneficiary form that was never updated.An account…
Read MoreLegacy Series: How Trusts Can Preserve Both Wealth & Relationships
An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson Q: What role do trusts play in passing on wealth responsibly, and how can they help avoid potential conflicts among heirs? A: Trusts do more than just protect your assets—they help protect your relationships. When everything is outlined clearly in a trust, there’s no room for…
Read MoreBuilt for Every Season
How Thoughtful Planning Helps Weather Market Uncertainty There’s a quiet wisdom to the natural world. Every winter, gardens seem to wither. Trees shed their leaves, and for a moment, life feels paused. But anyone who’s lived through the seasons knows this isn’t the end. It’s a moment of rest, of storing energy for the next…
Read MoreVance Wealth Team Member Spotlight
Bronson Feuer, Wealth Advisor, Tax Planning With a seasoned background in tax compliance and a full-circle return to his hometown, Wealth Advisor Bronson Feuer delivers specialized expertise in Tax Planning, as well as a passion for guiding clients through complex strategies with clarity and confidence. Raised in Santa Clarita, Bronson graduated from West Ranch High…
Read MoreStaying the Course: Confidence in Uncertain Times
At Vance Wealth, we understand how uneasy financial headlines can feel — because we’re investors, too. We’ve built our lives, our careers, and our futures on the same principles we recommend to you. And that’s exactly why we believe now is the time to lean into long-term perspective. We’re in a period where interest rates…
Read MoreIn the Community
Jerrod Ferguson Joins The SCV Chamber Board Of Directors At Vance Wealth, we believe in building a stronger community by stepping up, serving others and leading with purpose. That’s why we’re proud to share that our very own, Jerrod Ferguson has been appointed to the Board of Directors for the Santa Clarita Valley Chamber of…
Read MoreLegacy Series: Instilling Financial Responsibility in the Next Generation
A CONVERSATION WITH JERROD FERGUSON, OWNER & VICE PRESIDENT AT VANCE WEALTH How do we prepare the next generation to handle wealth with wisdom? It starts with small habits that lead to big lessons. One of my favorites is the Three Bucket Rule. Anytime my kids receive a dollar, we divide it like this: •…
Read MoreStrategic Tax Planning with Simplify365®
Keep More of What You Earn In a business climate where every decision impacts your bottom line, effective tax planning isn’t just a necessity, it’s a strategic advantage. That’s why we created simplify365®, a comprehensive tax planning program designed to help you manage your tax burden proactively and keep more of what you’ve built. A…
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