Jordan Sereno - Valley Wealth Group

05/06/2026

⚾️What an awesome evening supporting Virginia Tech Hokies baseball with a great group of people! 🌭🍿🥜

The grounds crew had English Field looking pristine. Great views from the suite.

Always good to spend time with friends, colleagues, and community connections that extend beyond the office while supporting local programs and student-athletes.

Appreciate everyone who joined us for a fun night at English Field. 🦃 Let's Go Hokies!

01/06/2026

Start 2026 Clutter-Free: Tips on financial paperwork to keep and when to toss

Medical Bills
• Keep only if you’re deducting expenses on your taxes. Otherwise, toss after the claim is paid.

Utility Bills
• Once paid, they can go. Keep up to a year if you’re planning to sell your home.

Major Loans & Insurance Docs
• Keep these, along with important IDs (birth certificate, passport, Social Security card).
• Payoff statements: keep forever.

Annual Tax Returns & Supporting Docs
• Keep the last 3 years. The IRS can audit up to 7 years—see irs.gov for details.

Paystubs
• Keep until you receive your annual W-2.

Property Records
• Keep records of home improvements until you sell the house—they help with capital gains.

Bank Statements
• Keep for 1 year.

Investment Documents
• Keep capital gains reports for 3 years.

04/04/2025

A great article on the market volatility we have seen today and this year thus far…

After significant declines, US stocks have tended to break even quickly.

02/12/2025

Morehead City, NC, February 4, 2025 - Valley Wealth Group, headquartered in Roanoke, VA, has opened their third location in Morehead City. This expansion marks a significant milestone in the firm's ongoing commitment to providing personalized financial strategies for individuals, families, and busin...

01/22/2025

Thank you for following my business page! I’ll be sharing updates on key financial topics, along with my personal insights and experiences, from time to time. Stay tuned for more! In the meantime, be sure to check out Valley Wealth Group and Outlook 2025, LPL Research’s in-depth report that offers valuable insights into what 2025 could bring—covering everything from the stock market and economy to geopolitics and beyond.
www.valleywealthgroup.com
https://www.valleywealthgroup.com/blog/outlook-2025-pragmatic-optimism-lpl-financial-research

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again.