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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…
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…
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…