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New Baby. New Priorities. – A financial checklist from our Tax Strategist— and a new dad
When Harrison was born, I didn’t just feel the joy every new parent talks about. I also felt the weight of responsibility. There’s something about holding your child for the first time that makes the future feel very real. You start thinking about the kind of life you want to build for them, the protection…
The Right Move Isn’t Always a New One
There’s a moment in almost every client relationship. It’s usually quiet, sometimes hesitant, and always asked with sincere intention. In the natural pause of a meeting, or a late-night email, the question inevitably comes up: Should I be doing something different? Maybe a friend mentioned a stock that’s taken off. Maybe the market feels unpredictable.…
The Retirement Puzzle – When Every Decision Feels Connected
After more than four decades with the same employer, a couple nearing retirement had done everything right. They saved consistently. They built a life they were proud of. And as retirement approached, they were ready for the next chapter, including a dream home they had worked toward for years. But checking all the boxes doesn’t…
John Vance named one of Forbes Best-In-State Wealth Advisors
With Gratitude from Vance Wealth We are honored to share that our President and Founder, John Vance, has once again been recognized by Forbes as one of the Best-in-State Wealth Advisors. While this recognition is meaningful, what we are most grateful for is the trust our clients place in us every day. Your confidence, referrals,…
Tax Due Diligence™ in Action: What a Second Look Can Reveal
Every tax return tells a story, but not every story is reviewed as closely as it should be. That is why our Tax Due Diligence™ process takes a deeper look at each return, helping ensure it is accurate, consistent, and aligned with our clients’ broader financial strategy. In one recent new client scenario, an unexpected tax…
Quiet Legacy Risks: Small Details That Can Make A Big Difference For Your Family
When people think about protecting their legacy, the focus often turns to big external risks, market downturns, tax law changes or economic uncertainty. But in reality, many estate and legacy challenges don’t come from dramatic events. They come from small details that quietly go unchecked for years. A beneficiary form that was never updated.An account…
When the World Feels Uncertain, Your Plan Shouldn’t
Turn on the news, and it’s easy to feel unsettled.Markets shift. Global events unfold. Headlines compete for attention, often with urgency and sometimes with fear. It’s a constant stream of information, and as human beings, we feel it.That’s natural.“We’re constantly bombarded with breaking news and negative information,” explained Founder and President John Vance. “When things…
A New Opportunity for Children Born in 2025 That Most Families Don’t Know About
A new program has been introduced that could create meaningful long-term financial benefits for children born starting in 2025. While awareness is still limited, the structure is designed to encourage early, long-term investing from the very beginning of a child’s life. At a high level, eligible children may receive an initial government contribution into a tax-advantaged investment account.…
Behind the Scenes at Vance Wealth’s First Development Week
In January, Vance Wealth brought its team together for the firm’s first-ever Development Week, welcoming remote team members to the office for a week centered on connection, growth, and alignment. The week paired coaching sessions and team meetings with intentional time together — shared lunches, a leadership dinner, an impromptu cocktail hour, and even a…