Avoid Late Fees and Streamline Your 5500 Filing with Advanced 401k Solutions

June 19, 2024

The Form 5500 filing process is a critical requirement for employee benefit plans. However, it can be complex, time-consuming, and pose significant administrative challenges for plan administrators. With the July 31st deadline fast approaching, avoiding late fees, and streamlining the process is crucial. In this blog post, we’ll discuss how partnering with Advanced 401k Solutions…

How To Define A Legacy

May 30, 2024

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…

How does the Secure 2.0 Act of 2022 impact 529 plans, and what are some opportunities it provides?

May 29, 2024

HOW DOES THE SECURE 2.0 ACT OF 2022 IMPACT 529 PLANS, AND WHAT ARE SOME OPPORTUNITIES IT PROVIDES? Get insights from Matthew Rivera, Wealth Advisor Q: What is a 529 plan? A: A 529 plan is a savings plan designed to help families save for education expenses. The funds in a 529 plan can be…

The Value of Having Your Kids Work in the Family Business

The Value of Having Your Kids Work in the Family Business: Building Character, Practical Skills & Generational Wealth

May 13, 2024

Imparting Values and Creating Generational Wealth through Family Business Running a family business can be challenging, but involving your children in the operation can provide many benefits beyond just practical skills. Children who work alongside their parents and other family members gain practical experience that they can carry with them throughout their lives. In addition…

John Vance Named In Forbes 2024 Best-in-State Advisors List

May 8, 2024

Santa Clarita, Calif. – Forbes magazine named John Vance, Founder and CEO of Vance Wealth in Santa Clarita, a 2024 Best-in-State Wealth Advisor in California. This prestigious accolade celebrates outstanding financial advisors who have consistently demonstrated excellence in their profession while delivering exceptional service to their valued clients. “Here’s what our research has found: the…

Vance Wealth Expands Presence with New Office in Newport Beach

April 26, 2024

Premier Santa Clarita-based financial planning firm extends reach to serve Newport Beach community Newport Beach, Calif. – Vance Wealth, a leading provider of comprehensive financial planning solutions headquartered in Santa Clarita, proudly announces the opening of its newest office in Newport Beach, California. This strategic expansion represents a significant milestone for the company, fortifying its…

Tracking Your Health as a Busy Business Owner: Key Numbers to Monitor for Better Well-Being

March 29, 2024

As a busy business owner, taking care of your health may not always be at the top of your to-do list. However, tracking certain numbers allows you to stay on top of your health and make informed decisions to enhance your overall well-being. Blood pressure – High blood pressure can lead to serious health problems,…

Long-Term Investing: Finding Optimism in Today’s World

March 21, 2024

In a world where negative news dominates headlines, even seasoned investors may find it challenging to stay committed to their long-term financial plans. However, amidst the noise, there are reasons to remain optimistic about the future of investing. Here are five key points to consider: Strength of the U.S. Economy Despite fears of a recession,…

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

Understanding the Corporate Transparency Act

February 29, 2024

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…