September 2022 - Vance Wealth

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

By VanceWealth | September 15, 2022

The Value of Having Your Kids Work in the Family Business

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…

Tax Planning: The Crucial Step You Don’t Even Know You’re Missing

By VanceWealth | September 13, 2022

If you’re seeing your accountant only to file your taxes, then you’re missing one of the most important steps in preserving wealth. Here’s the crucial step that could help you save — now more than ever. What’s tax planning? Tax planning is typically the thing that just doesn’t get done regarding your finances. As a…

What to Shred & What to Keep

By Shanele Stoll | September 9, 2022

You hear advice all the time that you should shred sensitive documents to reduce your risk of identity theft. However, what exactly are “sensitive documents,” and are there some you should keep for a while before destroying them? You are able to shred any of the following: Account Numbers, Passwords, PINs, Signatures, Social Security number,…