How To Define A Legacy

OUR APPROACH TO GENERATIONAL PROSPERITY We know you work hard to build a legacy that extends beyond yourself. Executed with intention, your financial plan forges a path to something greater – a better life for your family, security for the next generation, lasting support for a meaningful cause. When approached with the right plan, generational…

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Understanding the Corporate Transparency Act

People sitting at a desk with phones and a laptop discussing the corporate transparency act

The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here’s how:   On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited liability companies (LLCs), corporations and other entities, but its reach extends beyond the typical business owner.  The Corporate Transparency Act (CTA) requires certain businesses…

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Unlock More Potential: Entrepreneur Edition

Open laptop and coffee mug with the Simplify 365 logo

A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be – and you also know how consuming it can be, too. It’s hard not to get caught up in the day-to-day grind, but what affects your business affects your…

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Creating a Legacy: Achieve More through Purposeful Planning

Friends sitting around a dinner table outside with smiles. Creating a Legacy

Legacy planning is about more than passing on wealth to the next generation. At Vance Wealth, it’s also about passing on the stories, lessons and values that allowed you to accumulate your wealth in the first place.  “That’s how you build a legacy to last,” explained John Vance, President of Vance Wealth. “In fact, many…

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5 Ways To Build A Meaningful Career Legacy

Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after you’re gone, but you also want to know that your impact made a difference – to you, your staff, your clients, and…

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2022 Quarter 2 Market Update

Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of…

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CalSavers Penalties on the Horizon

CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who haven’t registered—and it’s not cheap. Read more.  It is important to understand the business requirement of CalSavers vs. a qualified retirement plan. Learn the difference. At Advanced 401k Solutions, we collaborate with employers to align their…

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