4 1016x572 - What Does A Recession Mean For My Business?

What Does A Recession Mean For My Business?

Shanele Stoll Business Owner

Current market data shows that we are potentially entering a recession. While that can be a terrifying word to hear as a business owner, it is possible to not only prepare for an economic downturn, but also to achieve more despite it. That’s exactly what we want to help our business owners do as we look ahead and plan for the future. “While the economy is showing multiple signs of a recession on the horizon, that doesn’t have to be …

Business meeting

California’s Retirement Mandate And What this Means for Business Owners

VanceWealth Business Owner

California has already passed legislation that mandates business owners without retirement plans to offer a state-mandated retirement plan. Though you may think that using the state-run plan will be a simple solution, you should know that these plans require a more significant amount of administrative work than may be expected on your end and have limited contribution potential and few investment options for your participants. But we believe we have a better option! As a business owner, you have the …

team photot

5 Ways To Build A Meaningful Career Legacy

VanceWealth Business Owner, legacy

Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after you’re gone, but you also want to know that your impact made a difference – to you, your staff, your clients, and your community. Here are our top five tips for building a meaningful career legacy.   Build a Strong Team One of the strongest marks of …

Advanced 401k Primary Logo Black Text 2017 1016x383 - CalSavers Penalties on the Horizon

CalSavers Penalties on the Horizon

VanceWealth Business Owner

CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who haven’t registered—and it’s not cheap. Read more.  It is important to understand the business requirement of CalSavers vs. a qualified retirement plan. Learn the difference. At Advanced 401k Solutions, we collaborate with employers to align their retirement plans with their company goals. All while helping meet California State requirements. If you are an employer with 5 or more employees, please reach …

Achieve More 1016x677 - Setting Goals That Stick In Life & Business

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 …


Achieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth

VanceWealth Achieve More, Business Owner

Most business owners have one goal when it comes to taxes: Pay as little as possible this year. 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. “It’s safe to assume that, as a business owner, you want to grow your business in the future, so we can also assume you’ll be …

SCV business - Achieve More: 5 Ways to Support Small Businesses

Achieve More: 5 Ways to Support Small Businesses

VanceWealth Achieve More, Business Owner, Charitable Giving

At Vance Wealth, we believe collaboration drives success because we witness the power of working together every day. Whether we’re serving our clients or the community, we strive to act as a trusted partner by finding opportunities to achieve more together. And, we’ve learned this kind of spirit always pays off. That’s why we wanted to share the love by suggesting:   5 Easy Ways to Support Small Businesses: Make an effort to stay informed, and in touch, with the …


Achieve More: Entrepreneur Edition – 3 Tax Strategies To Help Your Business Save In The Long Run

Shanele Stoll Business Owner, Tax Issues

At the end of each year, most business owners file their taxes with one simple goal: to save as much as possible on the next return. But at Vance Wealth, we take a different approach to tax planning. Of course, we use creative tax strategies to help our clients maximize their savings each year, but we also look at the bigger picture. We plan for the present with the future in mind. It’s a balance – and it’s where we …

Team meeting

Santa Clarita 401k Advisor offers valuable benefit to help employers attract talent

VanceWealth Business Owner, Retirement

Santa Clarita 401k Advisor offers valuable benefit to help employers attract talent. Financial education can provide competitive edge in hiring shortage. Santa Clarita, Calif. — Santa Clarita wealth management firm and 401k Advisor Vance Wealth recently announced a new benefit that may help local businesses attract and retain top talent. The added perk could give employers an edge if they’re experiencing a hiring shortage. Vance Wealth now offers a 30-minute financial planning session to all participants enrolled in an Advanced 401k …

JV Cover 1016x677 - Planning for Every Outcome: Prepare For Tax Changes Before You Run Out Of Options

Planning for Every Outcome: Prepare For Tax Changes Before You Run Out Of Options

VanceWealth Business Owner, Financial Planning, Tax Issues

At Vance Wealth, one of our most important responsibilities is not simply preparing for life’s uncertainties, but help anticipating them before they occur. This year, that’s especially important when it comes to tax planning. The Biden Administration has proposed changes to our tax policies that, if enacted by Congress, would likely have a significant impact on tax bills, especially if you don’t adjust your financial plan ahead of these changes. “You can’t achieve thoughtful, effective tax planning unless you’re proactive,” explained John Vance, President …