Q1 cover picture 1 1016x572 - A Move In The Right Direction - Vance Wealth Transitions To Fidelity

A Move In The Right Direction – Vance Wealth Transitions To Fidelity

VanceWealth Financial Planning, Press Release

Vance Wealth Transitions To Fidelity As we kick off the new year, we’re excited to announce the firm’s move from its current custodian, Raymond James, to Fidelity Institutional® in order to better serve our growing family of clients and their wealth management goals. “By combining  our  commitment  to  providing  trusted, personalized investment advisory services with Fidelity’s industry-leading custodian platform, we’re able to deliver powerful improvements to your investing experience,” said Chris Pelch, Chief Operating Officer and Chief Compliance Officer. “We …

Investment 1 - 2023 Q1 Investment Update

2023 Q1 Investment Update

VanceWealth Market Update

Dear Clients and Friends, The New Year is in full swing and we have hit the ground running in 2023. The Vance Wealth team was able to re-charge around the holidays and are eager to begin making progress on our 2023 team and individual goals. We begin this year optimistic; hoping this year can bring more positive trading days than negative ones. When we discuss market volatility when markets are good, our tendency is to shrug it off and try …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Health Tip - Want to Increase Your Energy and Avoid Digital Burnout?

Health Tip – Want to Increase Your Energy and Avoid Digital Burnout?

Shanele Stoll Business Owner, Health

Focusing on health and wellness is extremely important for business owners to show up as the best version of themselves. So here is a health tip we’d like to share from Tyler Tilton, Wealth Advisor at Vance Wealth. Twice a day, Tyler uses the 4-7-8 breathing technique and meditation in the morning and evening. This particular form of breathwork helps release tension in the body and stress in the mind, and it can even help those who suffer from insomnia …

team picture

Setting Goals That Stick In Life & Business

VanceWealth Business Owner, Financial Planning

As a business owner, your success is only as strong as the foundation it’s built on: you. If you’re not operating at your best, you can’t give your best to your business. That’s why it’s important to start your business planning with a big-picture view of your life and personal finances. By aligning your business and personal goals, you can achieve more across the board. Setting goals is one thing; however, achieving goals is another. At Vance Wealth, we’ve learned the trick …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Legacy Series: Choosing A Trusted Contact

Legacy Series: Choosing A Trusted Contact

VanceWealth legacy

Legacy Planning is about more than passing on wealth to the next generation. Choosing A Trusted Contact With Support From The Vance Wealth Team What’s a Trusted Contact? A trusted contact is an individual you’ve authorized your financial firm to contact in specific circumstances, such as: 1. Your firm has been unable to reach you after numerous attempts. 2. Your firm expresses concern about account activity. 3. Your firm expresses concern about potential cognitive decline, memory loss, or financial elder …

what is the augusta rule - What Is The Augusta Rule?

What Is The Augusta Rule?

VanceWealth Business Owner

Vance Wealth & Simplify365 help proactive business owners with payroll optimization, business & tax planning & retirement plan design. Watch this short video of Tyler Tilton walking you through the Augusta Rule, also known as IRC Section 280A(g), and some potential risks.  If you’re an S corporation or C Corporation, you may be eligible to rent out your home to your corporation for 14 days, and the rental income received essentially works like a tax-free distribution from the company. We …

Health is Wealth

Health Tip

Shanele Stoll Uncategorized

Professional success is often influenced by how we feel – physically, mentally and emotionally. That’s why a focus on health and wellness has naturally become a favorite part of our company culture. We love sharing new health tips and ideas whenever we find something that makes a difference in our energy levels and daily performance. After learning about the benefits of hydrogen-rich water, we wanted to share its wide range of benefits with you. Chronic inflammation can hide in the …

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 …