By J.P. Dahdah, Founder & CEO of Vantage We’re living through unprecedented times. This time last year, we were talking about the spike in layoffs occurring due to the pandemic. This year, levels of unemployment continue to rise, but the catalyst is different. It’s The Great Resignation. Driven by a range of personal and professional factors, workers are voluntarily leaving…
By J.P. Dahdah, Founder & CEO of Vantage January is an inspirational time of the year. People feel motivated to start over with a clean slate. New financial goals. New habits. New mindset. But how much of that carries into February? March? Beyond? Now is the time to prioritize your goals for 2022. The answer depends. Did you say your…
By J.P. Dahdah, Founder & CEO of Vantage The end of the year is busy. Often filled with shopping and preparing for the holidays. But amidst the noise, I like to take time for reflection on the events and experiences that made a permanent mark on my path. Reflecting Intentionally One of our core values at Vantage is “Thirst for…
By J.P. Dahdah, Founder & CEO of Vantage As part of the $3.5 trillion reconciliation package, the U.S. Congress is currently considering a spending bill that covers a multitude of issues. Last week, the details of the proposed legislation were made public. The language found within the tax section on the proposed changes laws governing individual retirement accounts (IRAs) is…
By J.P. Dahdah, Founder & CEO of Vantage If you hold real estate within your Vantage account, current year property tax invoices have been mailed from their respective counties. Whether you personally receive the tax bill, or it is received by our office, we need your assistance to facilitate property tax payments owed by your account. To ensure timely payment…
By J.P. Dahdah, Founder & CEO of Vantage Hard to believe it, but another summer’s come and passed. Millions of households across the country are either getting their children ready to go back to school or are already waking them up to catch the bus. Supplies, clothes, and schedules are all part of the discussion. And children are being encouraged…