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5 Common Financial Planning Myths

Vance Barse AIF®, Wealth Strategist vancebarse.com Think of all the wisdom you’ve gleaned in your career from years of hard work, sacrifice, and dedication.  Now consider what you’ve learned about your profession simply by being in it.  You know, the good, the bad,...
Closing the Gap Between Taxes and Investments

Closing the Gap Between Taxes and Investments

  One of the head-scratching observations I made during my former career as an investment consultant to leading financial advisors is how few advisors ask for their clients’ tax returns to use as the basis for their planning.  Ostensibly, it’s because advisors...