Below you'll find a list of all posts that have been tagged as “Wealth Manager”
It’s never too early to start planning for retirement – and it’s never too late. In fact, the best time to begin preparing for your ideal financial future is now. However, the right retirement and savings strategies are different at each stage of life. To help you get an idea of where to start, here are the top money mindsets and strategies we recommend to help optimize your retirement over a lifetime. Early Career & Young Families When you first …
As a business owner, your success is only as strong as the foundation it’s built on: you. If you’re not operating at your best, you can’t give your best to your business. That’s why it’s important to start your business planning with a big-picture view of your life and personal finances. By aligning your business and personal goals, you can achieve more across the board. Setting goals is one thing; however, achieving goals is another. At Vance Wealth, we’ve learned the trick …
CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who haven’t registered—and it’s not cheap. Read more. 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 retirement plans with their company goals. All while helping meet California State requirements. If you are an employer with 5 or more employees, please reach …
The loss of a spouse is something we spend nearly our entire lives fearing, which also means we don’t typically spend a lot of time thinking — or planning — 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, rather than worrying about where the money will come from. “It’s our job to help you protect those who matter most, and that’s more than …
We hope you are all enjoying your summer! It is another hot one in Southern California, almost as hot as the real estate market. I know the Vance Wealth team has been trying to beat the heat by heading to the beach or spending time in the pool this summer. However you are trying to beat the heat, we hope you are getting some sort of relief. What if I told you the S&P 500 is up almost 90% …
We’ve 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 and everything seemed to blend together. But, while we were in it, the time seemed to crawl by day to day and week to week. …
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 it’s needed to forge a path to something greater. For business owners, this includes a financial plan for your company that’s as comprehensive as your personal plan – and it all starts with four best practices that set up every business for success. “One of the …
If a financial plan is a company’s roadmap to success, then its operations are the daily steps to achieve that success. That’s why it’s 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 planning is only as effective as your operations. “One of the areas we create a constant conversation around is implementation, for business owners, that means …
Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth Santa Clarita, Calif. — 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 help support a new phase of expansion. “Over the last three years, we’ve grown our team from 6 to 13 employees while also growing …
After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all experienced massive disruption and change to our personal and professional lives, and everyone is eager to return to some sense of normalcy. But moving forward without a clear picture of 2020’s impact on your life and finances will leave blind spots in your planning, and you may miss out on some important opportunities to course correct. To create …
