BLOG
BEST PRACTICES FOR THE SEAMLESS TRANSFER OF WEALTH
Leaving Behind a Meaningful Financial Legacy Leaving behind a meaningful financial legacy is about more than just wealth. At Vance Wealth, we believe it’s also about protecting your family’s peace of mind. It’s difficult enough to pick up the torch and carry on the family legacy without the undue burden of a messy and confusing…
Simplify Retirement Planning With Venrollment
At Vance Wealth, we believe that retirement planning shouldn’t be another source of stress—it should be an opportunity to provide security for business owners and their teams alike. That’s why we’re proud to introduce Venrollment, our new education platform designed exclusively for simplify365® business owner clients. “In our industry, there’s a widespread lack of education…
Strategic Planning for Business Success: Unleashing the Potential of Balance Sheet and Cash Position to Achieve More
Maintaining financial stability is the key to long-term success in the fast-paced business world. As a business owner, it’s crucial to have a solid understanding of your company’s financial health. One of the best practices to achieve this is by regularly reviewing your balance sheet and cash position. We will explore the importance of these…
To 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…
2025 OBBBA Tax Law Changes: What They Mean for You
A Historic Update to the Tax Code In July 2025, Congress passed and the President signed the One Big Beautiful Bill Act (OBBBA) a sweeping piece of legislation that makes permanent some of the most impactful provisions of the 2017 Tax Cuts & Jobs Act while introducing a range of new deductions, thresholds, and incentives.…
AdVanced Perspective: Summer 2025 Newsletter
Our Summer Newsletter is here created with your questions, goals, and next chapter in mind. This season, we opened a new office, celebrated big milestones, and helped clients navigate meaningful transitions including one powerful retirement story that reminds us why planning is about more than just numbers. In this issue, you’ll find: Click the image…
What To Do After Losing a Spouse: Financial Guidance for Moving Forward
Navigating life after the loss of a spouse is an experience that can’t be completely planned for. No checklist or article can fully prepare you for the quiet moments, the tough decisions, or the unexpected waves of emotion that follow. In those first few months, the world often feels unfamiliar—and the future, uncertain. But even…
How to Give Without Creating Dependency: A Legacy of Empowerment
An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson When it comes to creating a legacy, many families ask how they can support their loved ones without unintentionally enabling unhealthy financial habits. It’s a thoughtful question and one we help clients navigate with care. Here, Jerrod shares a simple strategy for giving during your lifetime…
Summer Reflections from John Vance
A Season of Milestones To Our Vance Wealth Friends and Family, It’s been a summer of momentum and milestones, with the perfect mix of family time, quick getaways, and a few big wins at the office. In May, we celebrated a proud family moment: Lauren graduated from Boise State with her degree in Health Sciences…