Business Owner
Achieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth
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.…
Read MoreAchieve More: 5 Ways to Support Small Businesses
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…
Read MoreAchieve More: Entrepreneur Edition – 3 Tax Strategies To Help Your Business Save In The Long Run
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…
Read MoreSanta Clarita 401k Advisor offers valuable benefit to help employers attract talent
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…
Read MorePlanning for Every Outcome: Prepare For Tax Changes Before You Run Out Of Options
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…
Read MoreAttract Top Talent With Superior Benefits – Employee Financial Wellness
As an employer, it’s easy to dismiss your employee’s financial wellness as a personal matter. If it affects business, however, then it becomes your business. An annual PwC Employee Financial Wellness Survey found that 35% of employees are distracted at work due to financial matters. Additionally, a study by Fidelity Investments found that employees with high debt…
Read More4 Keys to a Strong Financial Foundation for business owners
At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when it’s needed to forge a path to something greater. For business owners, this includes a financial plan for your company…
Read MoreDaily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners
If a financial plan is a company’s roadmap to success, then its operations are the daily steps to achieve that success. That’s why it’s so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your…
Read More10 Tax Saving Tips That Must Be Applied Before 2021
We’ve got some great tax-saving tips for you, but they require action before the end of the year. There are only a few weeks left of viable tax planning time in 2020, so let’s dive right in. Do You Need To Act Now? You may need to pivot your tax plan before the end…
Read MoreWhen the world is changing … so should your financial plan
Since the coronavirus outbreak, planning ahead has never felt more difficult. From revenue projections to school schedules, our daily lives have been focused on short-term solutions without much guarantee of what the future may hold. We’ve been running our businesses and lives in survival mode because, for a time, it was necessary. But at some…
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