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 …

CARES - Coronavirus aid, Relief and Economic Security (CARES) Act of 2020

Coronavirus aid, Relief and Economic Security (CARES) Act of 2020

VanceWealth Market Commentary, Political Commentary

$2.5 trillion stimulus package passed on March 27, 2020, aimed at providing some financial relief to small businesses and their employees amid the coronavirus pandemic. How does this affect retirees? Temporary waiver of Required Minimum Distribution (RMD) rules Participants who have or are required to take a minimum distribution in 2020 based on the value of their December 31, 2019 account balance now have the option to suspend their distribution. Those who have seen a decline in their retirement accounts …

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 …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Social Distancing Resources

Social Distancing Resources

VanceWealth Uncategorized

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 Grocery Delivery Omaha Steaks Food Delivery Services: Santa Clarita Food delivery:  WeGo SCV https://www.wegoscv.com/ Uber Eats DoorDash GrubHub Postmates CDC’s Official Website for COVID-19 Updates: …