Vance Wealth Thumbnail 12 1016x572 - Santa Clarita wealth management firm creates new planning approach for business owners

Santa Clarita wealth management firm creates new planning approach for business owners

VanceWealth Business Owner, Press Release

Santa Clarita wealth management firm creates new planning approach for business owners  Powerful business solution integrates life and business planning while reducing tax burden Santa Clarita, Calif. — Santa Clarita wealth management firm Vance Wealth announced a new business offering designed to help business owners simplify their planning approach to life and business. Simplify365 is a business planning system that helps owners carve out the time they need to focus on what matters most while simultaneously taking advantage of specific tax-saving opportunities. …

patti perspective 1016x207 - Patti’s Perspective: Educating Young Adults on Money Smarts

Patti’s Perspective: Educating Young Adults on Money Smarts

VanceWealth Uncategorized

Empowering Women to Achieve More Those who know me know that I am passionate about educating young adults with money smarts. Unfortunately, financial literacy isn’t taught in schools (although I see this increasing!), and often the conversations aren’t happening at home. College kids are graduating with credit card debt and student loan debt. A study from College Finance published in 2021 found the average college student has more than $3,280 of credit card debt. Getting out from under this debt …

achieve more entrepreneur edition

Achieve More: Entrepreneur Edition – 3 Tax Planning Opportunities You Don’t Want to Miss!

VanceWealth Uncategorized

More often than not, the most costly tax mistakes we see are not errors, but missed opportunities, including overlooked opportunities for long-term planning, strategic deductions, and reduction of your lifetime tax liability. “That’s all the more true for business owners, who have complex tax blueprints that include both personal and corporate returns,” explained John Vance, President of Vance Wealth. “From payroll and 401k plans to retirement and investments, there’s a lot to consider when building a tax plan that’s designed …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Vance Wealth Team Member Spotlight: Carrisa Flores

Vance Wealth Team Member Spotlight: Carrisa Flores

VanceWealth Uncategorized

Carrisa Flores, Paraplanner As the firm’s Paraplanner, Carrisa Flores finds passion and purpose in the focused, structured work it takes to support the Wealth Advisors at Vance Wealth. Originally from the Inland Empire, Carrisa began her career as a respiratory therapist at Riverside Medical Clinic. While she found it both challenging and rewarding, she eventually realized she couldn’t see herself in the medical field forever, so she did a little soul-searching. “I wanted to figure out what I could do …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - In the Community: Supporting the SCV Chamber

In the Community: Supporting the SCV Chamber

VanceWealth Community, Uncategorized

Keeping up with our commitment to community involvement, the Vance Wealth team gets together for a local nonprofit event or fundraiser each quarter. In October, that meant teeing up to support the Santa Clarita Valley Chamber of Commerce. The 2022 Oak Tree Classic Golf Tournament was held at The Oaks Club in Valencia and did not disappoint. “We always have a lot of fun at the Chamber Golf Tournament,” John shared. “For anyone who enjoys golf, it’s a great way …

vw gratitude - With Gratitude For Your Continued Trust

With Gratitude For Your Continued Trust

VanceWealth Achieve More, Uncategorized

In a challenging market, the path to financial success can quickly start to feel unclear, uncertain, and overwhelmingly stressful. Trusting that you’re still on your way to achieving more isn’t easy. But that’s precisely when we aim to make the biggest difference for our clients. “We consider it our responsibility to not only steer you through tough markets, but also to remove the worry that typically comes with planning for your future in uncertain times,” John explained. “It’s our job …

Blog cover  1016x572 - 2022 Q4 Investment Update

2022 Q4 Investment Update

Shanele Stoll Market Commentary

The FED Moves Forward by Looking Backward The FED’s stated mission is to ensure price stability and full employment, which explains the heavy focus on inflation and unemployment data. Unfortunately, both of those series represent lagging indicators that only see the impacts of monetary policy after delays that are long and variable. In times like this, when inflation is running uncomfortably high, the FED almost has no choice but to tighten policy aggressively, despite the risks ahead, to bring that …

IRS

The IRS has increased the 401(k) plan contribution limits for 2023

VanceWealth Retirement

The IRS has increased the 401(k) plan contribution limits for 2023. Millions of Americans can save more in their retirement accounts in 2023 due to inflation adjustment increases to contribution limits recently updated by the Internal Revenue Service. The higher limit contributions offer significant savings opportunities. Please see our updated fact sheet for more details. Please see our updated Retirement Plan Limits Fact Sheet Don’t miss out on this great opportunity to save more for retirement. We encourage you to …

tax planning 2 Blog Banner 1016x572 - Avoid These Common Tax Mistakes

Avoid These Common Tax Mistakes

VanceWealth Tax Issues

The most costly and common tax mistakes are not errors but missed opportunities to achieve more. Here’s how to avoid them.    More often than not, the most costly tax mistakes we see are not errors but missed opportunities. Including overlooked opportunities for long-term planning, strategic deductions, and reduction of your lifetime tax liability. The easiest way to make a mistake on your tax return is to skip the crucial planning steps recommended by your team of trusted advisors. Why? If you can put …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Tax Tips: Why saving more right now isn’t always the best

Tax Tips: Why saving more right now isn’t always the best

VanceWealth Tax Issues

Most people have one goal when it comes to taxes: Pay as little as possible on the next tax return.  However, that isn’t how you save the most – or achieve the most – in the long-run.  In fact, at Vance Wealth, we believe paying taxes is the goal. Why? It means you’re successfully growing and earning more over time.  “Our goal is always to help you achieve more. That means it’s safe to assume that you’ll earn more as the years go on, so …