061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - 7 Social Security Myths & Truths

7 Social Security Myths & Truths

Shanele Stoll Retirement

There’s so much at stake when it comes to determining your ideal retirement plan. How do you ensure you’re getting the most from your hard-earned Social Security benefits? Deciding when to file can be confusing enough as you attempt to juggle the many variables that determine your optimal plan. Yet plenty of misinformation persists around this topic, making it even more challenging to navigate this complex decision. That’s when having someone on your side really makes the difference. Our clients count on …

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iBonds have been creating quite the buzz lately! But, are they right for you?

Shanele Stoll Uncategorized

What are iBonds? How do iBonds earn interest? Understand the risks and opportunities. The latest investment buzz is that the initial interest rate on new Series I Savings Bonds is 9.62%! You heard right. This exciting interest rate has definitely caught everyone’s attention, and I Bonds can be purchased through October 2022 at the current rate. That rate is applied to the six months after the purchase is made. For example, if you buy an I Bond on July 1, the 9.62% would …

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Vance Team Member Spotlight: Meet Kathy Spencer, Director of People and Culture

VanceWealth Team Update

As the firm’s 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 bachelor’s degree in marketing with an emphasis in communications from California State University, Northridge. She began her career in sales for Pactel, a position that eventually grew into management and sales training as Pactel became Verizon. After a decade in sales, Kathy branched out …

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2021 Q2 Investment Update

VanceWealth Financial Planning, Market Update

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. …

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 …

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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 …