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10 years celebration
Valley Wealth Group | Jun 6, 2025

Is It Smarter to Buy or Rent a Second Home?

Lifestyle
Real Estate
As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach
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Valley Wealth Group | May 28, 2025

Beachside Investing: Navigating the Financial Seas

Retirement
Investments
If you're someone who loves nothing more than spending a relaxing day at the beach, you likely hope your retirement plans will let you spend much more time
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Valley Wealth Group | May 27, 2025

How Much Should I Have in My 401(k)?

Retirement
A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement
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Kelly Handy | May 19, 2025

Has Your Data Been Compromised? Here’s What to Know and What to Do

Privacy

Periodically, companies will report massive data breaches, some impacting billions of records that contain personal information such as names, addresses, and

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Valley Wealth Group | May 9, 2025

United in Wealth: How to Become a Financial Power Couple

Lifestyle
Family
If you're a high earner, you may be interested in partnering with someone with similar education, income, and goals.
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Valley Wealth Group | May 7, 2025

Business and Health Harmony: How to Stay Healthy While Running a Business

Lifestyle
Health
Health issues put a strain on your time and, if you are an entrepreneur, your business.
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Valley Wealth Group | Apr 29, 2025

Your 30s is a Great Time to Get Money Management on Track

Savings
Once you reach your 30s, you realize the full weight of adulthood. Now’s the time to make smart moves to address your financial responsibilities to your family
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Valley Wealth Group | Apr 28, 2025

Kids Heading Off to College? Don’t Forget About These Estate Planning Must-Dos

Education
Estate Planning
Family
Many parents want to provide their children with the best possible help and care, even when they transition into college. However, as the children come of age
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Valley Wealth Group | Apr 26, 2025

How Do You Know When It Is Time To Retire As A Business Owner?

Retirement
Retirement is a part of life: however many wonder if they are ready. How do you know when it is time?
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Valley Wealth Group | Apr 21, 2025

How to Get Life Insurance If You Are Self-Employed

Insurance
When you are self-employed, you don't have the luxury of employer-paid or partially funded benefits, such as life insurance. For many, benefits like life
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A couple sitting on a couch working on a laptop together.
Valley Wealth Group | Apr 21, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
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Valley Wealth Group | Apr 2, 2025

Why You Don’t Want a Tax Refund

Tax Planning
Some people love it when they get a tax refund. But in reality, a refund means you overpaid your taxes. If you had broken even, you would have had more money in
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