Financial Planning
Capitalizing on Family Support: Optimize Your Payroll for Tax Advantages and Increase Your Retirement Savings
We understand that owning and running a business often becomes a family affair. Spouses and children play vital roles in various aspects, from casual conversations at the dinner table to continuous discussions about the business’s health. This is one of the many reasons we recommend optimizing your payroll to include these hardworking family members. We…
Read MoreQuarterbacking Your Financial Future
How Vance Wealth Acts As The Quarterback Of Your Financial Future When it comes to securing your financial future, assembling a trusted team is crucial. At Vance Wealth, we take pride in acting as the quarterback of that team, leading the way in collaboration with your accountants, attorneys, insurance specialists, estate planners, business advisors, and…
Read MoreStrategic Planning for Business Success: Unleashing the Potential of Balance Sheet and Cash Position to Achieve More
Maintaining financial stability is the key to long-term success in the fast-paced business world. As a business owner, it’s crucial to have a solid understanding of your company’s financial health. One of the best practices to achieve this is by regularly reviewing your balance sheet and cash position. We will explore the importance of…
Read MoreBuild a Lasting Legacy – 5 Steps To Planning Your Legacy With Purpose & Intention
Build a Lasting Legacy 5 Steps To Planning Your Legacy With Purpose & Intention Every day, we spend our time and energy trying to get from where we are to where we want to be. Each morning routine, every check off that to-do list – it all adds up to the legacy we hope to one day leave…
Read MoreVance Wealth Unveils Growth Plans In Newport Beach Tyler Tilton To Lead Expansion Efforts
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…
Read MoreHow does the Secure 2.0 Act of 2022 impact 529 plans, and what are some opportunities it provides?
HOW DOES THE SECURE 2.0 ACT OF 2022 IMPACT 529 PLANS, AND WHAT ARE SOME OPPORTUNITIES IT PROVIDES? Get insights from Matthew Rivera, Wealth Advisor Q: What is a 529 plan? A: A 529 plan is a savings plan designed to help families save for education expenses. The funds in a 529 plan can be…
Read MoreMaximizing Your Cash Reserves: Expert Advice
Maximizing Your Cash Reserves: Expert Advice with Anthony Goring, Investment Associate If you have substantial cash reserves in your account with a low return rate, you may want to consider taking the following actions: 1. Evaluate your financial goals and risk tolerance: Before making any investment decisions, it’s essential to consider your financial goals, risk…
Read MoreA Move In The Right Direction – Vance Wealth Transitions To Fidelity
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…
Read More2022 – Q1 Investment Update
Dear Clients and Friends, 2021 was a banner year for equities, as enormous fiscal and monetary stimulus through the pandemic supported the strongest economic and earnings growth in decades during the reopening. The S&P 500 Index experienced minimal volatility while returning 28.71% (largest intra-year pullback being just 5.2%), though there was plenty of action beneath…
Read MoreThe Value of an Advisor: From Optimized Portfolios To Unemotional Decisions
One of the most significant ways we believe we add value to our clients’ lives is simply by helping them see what they may not see on their own. We might find opportunities for growth in their portfolio, establish their first comprehensive financial plan, or provide a vital sense of peace in those moments when…
Read More