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John Vance named one of Forbes Best-In-State Wealth Advisors
With Gratitude from Vance Wealth We are honored to share that our President and Founder, John Vance, has once again been recognized by Forbes as one of the Best-in-State Wealth Advisors. While this recognition is meaningful, what we are most grateful for is the trust our clients place in us every day. Your confidence, referrals,…
Read MoreTax Due Diligence™ in Action: What a Second Look Can Reveal
Every tax return tells a story, but not every story is reviewed as closely as it should be. That is why our Tax Due Diligence™ process takes a deeper look at each return, helping ensure it is accurate, consistent, and aligned with our clients’ broader financial strategy. In one recent new client scenario, an unexpected tax…
Read MoreQuiet Legacy Risks: Small Details That Can Make A Big Difference For Your Family
When people think about protecting their legacy, the focus often turns to big external risks, market downturns, tax law changes or economic uncertainty. But in reality, many estate and legacy challenges don’t come from dramatic events. They come from small details that quietly go unchecked for years. A beneficiary form that was never updated.An account…
Read MoreWhen the World Feels Uncertain, Your Plan Shouldn’t
Turn on the news, and it’s easy to feel unsettled.Markets shift. Global events unfold. Headlines compete for attention, often with urgency and sometimes with fear. It’s a constant stream of information, and as human beings, we feel it.That’s natural.“We’re constantly bombarded with breaking news and negative information,” explained Founder and President John Vance. “When things…
Read MoreCarrisa Flores Earns CERTIFIED FINANCIAL PLANNER™ Certification
Committed To Continuous Growth At Vance Wealth, we believe in the power of progress—not only for our clients, but for our team. That’s why we’re proud to announce that Carrisa Flores has officially earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, joining a distinguished group of professionals who meet the highest standards in our field. This…
Read MoreRobin’s Recipe: Pasta Alla Vodka 💫
If you know me, you know this already: cooking is my love language.It’s how I slow down, how I care for the people around me, and how I say “I’m thinking of you” without using words. This Pasta Alla Vodka is one of those recipes I come back to again and again. It’s cozy, a…
Read MoreTeam Member Spotlight: Meet Britt Skold, Technology Manager at Vance Wealth
At Vance Wealth, we believe that exceptional client experiences start with exceptional people. That’s one of the many reasons we’re excited to highlight Britt Skold, our Technology Manager, in this quarter’s Team Member Spotlight. As someone who blends technical expertise with a deep commitment to service, Britt is already shaping the future of our firm’s…
Read MoreGreater Clarity, Better Planning: How the Latest Tax Code Updates Support Your Life & Legacy
Greater Clarity, Better Planning: How the Latest Tax Code Updates Support Your Life & Legacy From ADVANCED Perspective — 2025 Quarter 4 For years, tax uncertainty shaped the way we planned. Now, with the recent passage of the One Big Beautiful Bill Act (OBBBA), we can move forward with clarity. “This new legislation gives us…
Read MoreAre You Relying on Year-End Purchases for Tax Savings? Let’s Build a Smarter Plan
As the year comes to a close, many business owners feel pressured to make last-minute purchases—such as trucks or machinery—to take advantage of tax deductions. However, if you’re buying equipment you don’t truly need just to lower your tax bill, it may be time to rethink your strategy. Short-Term vs. Long-Term Tax Savings Focusing solely…
Read MoreTo Freeze or Not to Freeze: Safeguarding Your Financial Security. Simple steps to protect your credit!
To freeze or not to freeze… We’ve had a few questions recently around freezing credit, so we thought it best to share some great steps you can take to protect yourself! Essentially, freezing credit helps protect you from having identity thieves open credit accounts in your name. Once your credit is frozen, the credit reporting…
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