Posts Tagged ‘finance’
Understanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Hereās 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.Ā The Corporate Transparency Act (CTA) requires certain businesses…
Read MoreUnlock More Potential: Entrepreneur Edition
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 ā and you also know how consuming it can be, too. Itās hard not to get caught up in the day-to-day grind, but what affects your business affects your…
Read MoreCreating a Legacy: Achieve More through Purposeful Planning
Legacy planning is about more than passing on wealth to the next generation. At Vance Wealth, itās also about passing on the stories, lessons and values that allowed you to accumulate your wealth in the first place.Ā āThatās how you build a legacy to last,ā explained John Vance, President of Vance Wealth. āIn fact, many…
Read MoreThe Value of an Advisor: From Optimized Portfolios To Unemotional Decisions
One of the most significant ways we believe we add value to our clientsā lives is simply by helping them see what they may not see on their own. We might find opportunities for growth in their portfolio, establish their first comprehensive financial plan, or provide a vital sense of peace in those moments when…
Read More5 Ways To Build A Meaningful Career Legacy
Legacy is about muchĀ moreĀ than a dollar amount. After youāve poured your heart and soul into a business, it represents a significant part of your lifeās work. Not only do you want it to thrive after youāre gone, but you also want to know that your impactĀ made a differenceĀ ā to you, your staff, your clients, and…
Read More2022 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…
Read MoreCalSavers Penalties on the Horizon
CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who havenāt registeredāand itās not cheap. Read more.Ā 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…
Read MorePattiās Perspective: 5 Tax-Saving Tips that must be applied by year end.
As we head into the Fall, my favorite time of year, Iām all about the pumpkin spice. Yes, Iām one of those- I love everything pumpkin! Donāt judge me. But, at Vance Wealth, this time of year is all about year-end tax planning. Here are 5 Tax-Saving Tips that must be applied by year end:…
Read MoreMaking Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond
Learning To Find The Small Wins In Financial Planning & Beyond Whether youāre living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that āthe next big achievementā will deliver it is no way to live. Yet, weāve all done it. How many days have you completed…
Read MoreRestoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.
The loss of a spouse is something we spend nearly our entire lives fearing, which also means we donāt typically spend a lot of time thinking ā or planning ā for this kind of event. But in a moment of devastating pain, having a plan gives you the confidence to focus on what really matters,…
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