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The Power of a Proactive Financial Plan: Thank You for Trusting the Process
As we close out another remarkable year, we want to pause and thank you—not just for choosing Vance Wealth, but for choosing to trust the process. In a year filled with market noise and economic shifts, you stayed grounded. You didn’t react to headlines. You leaned into a long-term vision—your vision—and stayed the course with…
More Than Planning: Supporting Clients Through Life’s Most Difficult Moments
Providing Support When Life Changes Unexpectedly “They’re more than clients, Her husband was a wonderful person—always kind and very funny. We all felt his loss. That’s why you don’t just ‘manage’ the process. You honor it.” When a longtime client recently lost her husband, she wasn’t alone in figuring out what came next. We believe…
Stop Rushing Year-End Decisions: A Smarter Approach to Tax Planning
Why Last-Minute Tax Decisions Can Be Risky for Business Owners As the year winds down, many business owners feel the familiar pressure to make last-minute purchases before December 31 to reduce taxes. But those quick decisions can sometimes do more harm than good. Why Long-Term Tax Strategy Matters More Than Year-End Deadlines We believe the…
From the Desk of John Vance: A Season of Milestones, Momentum, and Gratitude
From the Desk of John Vance: A Season of Milestones, Momentum, and Gratitude It’s been one of those seasons that keeps you moving – in the best possible way. From meaningful family celebrations to exciting firm growth, we’ve had a lot to be grateful for at Vance Wealth. Celebrating Family Moments At home, we celebrated…
Team 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…
Greater 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…
In the Community: Sip, Shred & Simplify365®
Football, Friends, and One Less Thing on Your List At Vance Wealth, we know not every financial task is fun — but with the right people, even shredding paperwork can feel like a win. That’s the idea behind Sip, Shred & Simplify365®, our annual fall tradition where game day meets peace of mind. Each year,…
Are 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…
Market Update: What Recent Trends Mean for Your Long-Term Plan
As we turn the page on the third quarter, markets once again reminded us that steady progress often comes wrapped in uncertainty. After a volatile summer, both stocks and bonds regained their footing as the Federal Reserve executed its first rate cut of 2025 — an encouraging sign that policy and fundamentals are beginning to…