Posts Tagged ‘vance wealth’
CalSavers 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 MoreVance Team Member Spotlight: Meet Kathy Spencer, Director of People and Culture
As the firmās Director of People and Culture, Kathy Spencer is dedicated to helping the team create balance in business and life, so they can all achieve more together. Raised in Santa Clarita, Kathy earned her bachelorās degree in marketing with an emphasis in communications from California State University, Northridge. She began her career in…
Read MoreIn the Community: Connection & Giving In 2021
Vance Wealth is built on a set of shared values, and as we looked back at 2021, we noticed a particular focus on one ā the desire to get more involved in the community. “When we defined our core values as a firm, we knew we wanted our team to be charitably inclined and community-minded.…
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 MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…
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…
Read MoreVANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney
After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney āmore affectionately known as the āoffice momā ā is leaving the Vance Wealth team. However, she will always be part of the family. Lisaās planning on spending much of her downtime with her mother, whom she is currently caring…
Read MoreDaily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners
If a financial plan is a companyās roadmap to success, then its operations are the daily steps to achieve that success. Thatās why itās so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your…
Read MoreVance Wealth welcomes back Chris Pelch as COO
Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth Ā Santa Clarita, Calif. āĀ After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to…
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