061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Business Owner Best Practice: 5 Tips for a Productive Annual Company Retreat

Business Owner Best Practice: 5 Tips for a Productive Annual Company Retreat

Shanele Stoll Achieve More, Business Owner

5 Tips for a Productive Annual Company Retreat. Define clear objectives: Set specific goals for the retreat to guide planning and ensure alignment with company values. As followers of the EOS system, this step helps us stay focused and on track. Choose a suitable location: Select a venue that encourages open communication and has the technology requirements your team needs. Consider accessibility, amenities, and a change of scenery for a refreshing experience. Involve employees: Engage employees through surveys to ensure …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Avoid Late Fees and Streamline Your 5500 Filing with Advanced 401k Solutions

Avoid Late Fees and Streamline Your 5500 Filing with Advanced 401k Solutions

Shanele Stoll Business Owner

The Form 5500 filing process is a critical requirement for employee benefit plans. However, it can be complex, time-consuming, and pose significant administrative challenges for plan administrators. With the July 31st deadline fast approaching, avoiding late fees, and streamlining the process is crucial. In this blog post, we’ll discuss how partnering with Advanced 401k Solutions can help you avoid penalties, reduce administrative burdens, and ensure timely and accurate 5500 filings. Understanding the 5500 Filing: The Form 5500 filing is an …

Tyler Tilton Wealth Advisor

Vance Wealth Unveils Growth Plans In Newport Beach Tyler Tilton To Lead Expansion Efforts

Shanele Stoll Business Owner, Financial Planning, Team Update

Vance Wealth’s Growth Plans in Newport Beach with Tyler Tilton, Financial Advisor. We are thrilled to unveil our growth plans in Newport Beach, with Tyler Tilton leading the expansion efforts. Tyler has recently relocated to the area, and plans are under way to open a new office soon. “Tyler Tilton has always been a valued member of our leadership team, and we couldn’t be more excited to see him spearheading our expansion efforts in Newport Beach. We knew Tyler’s love …

Tax Planning

Navigating the Complexities of Tax Planning: Our Holistic Approach to Maximizing Your Wealth

Shanele Stoll Business Owner, Tax Issues

Tax planning is an essential part of personal and business planning. No one wants to pay more taxes than they have to, but navigating the complex tax code can be overwhelming. That’s why having a tax planning philosophy and annual tax due diligence process helps guide decisions, reduce tax liabilities over your lifetime, and provides a second pair of eyes to help ensure your tax plan is being properly implemented. At the heart of our tax planning philosophy is the …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - The Value of Having Your Kids Work in the Family Business: Building Character, Practical Skills & Generational Wealth

The Value of Having Your Kids Work in the Family Business: Building Character, Practical Skills & Generational Wealth

Shanele Stoll Business Owner, Tax Issues

Imparting Values and Creating Generational Wealth through Family Business Running a family business can be challenging, but involving your children in the operation can provide many benefits beyond just practical skills. Children who work alongside their parents and other family members gain practical experience that they can carry with them throughout their lives. In addition to developing a strong work ethic, they have an opportunity to develop emotional intelligence, empathy, communication, and conflict resolution skills. These skills are invaluable not …

health

Tracking Your Health as a Busy Business Owner: Key Numbers to Monitor for Better Well-Being

Shanele Stoll Business Owner, Health

As a busy business owner, taking care of your health may not always be at the top of your to-do list. However, tracking certain numbers allows you to stay on top of your health and make informed decisions to enhance your overall well-being. Blood pressure – High blood pressure can lead to serious health problems, such as heart disease and stroke. Monitoring your blood pressure may help you catch any potential issues early on. Body mass index (BMI) – BMI …

Untitled Facebook Post Landscape - 401k Plan Sponsors: It’s Time To Assess Your 2023 Service Model

401k Plan Sponsors: It’s Time To Assess Your 2023 Service Model

Shanele Stoll 401K, Business Owner

Does your 401k service model include these essential features? Improve your 401k plan outcomes for sponsors and participants with these five key changes.   It’s no surprise that, in the wake of the pandemic and the market volatility that followed, many 401k plan sponsors are recognizing it’s time to reassess the performance of their plans. “Employers are realizing that their current – and often outdated – plans simply aren’t meeting their standards after so many market changes,” explained Jason Lane, …

simplify365

Simplify365 – A Planning Approach To Reduce Your Tax Burden

VanceWealth Business Owner, Tax Issues

Exciting improvements are ahead for Vance Wealth this year, and one of the opportunities we’re most excited to announce is Simplify365 – a new business offering designed to help business owners simplify their planning approach to life and business. This new program is designed to help busy entrepreneurs carve out the time they need to focus on what matters most, while simultaneously taking advantage of specific tax-saving opportunities. By implementing a few critical strategies, business owners can adopt a more …

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 …