Uncategorized
Carrisa Flores Earns CERTIFIED FINANCIAL PLANNER™ Certification
Committed To Continuous Growth At Vance Wealth, we believe in the power of progress—not only for our clients, but for our team. That’s why we’re proud to announce that Carrisa Flores has officially earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, joining a distinguished group of professionals who meet the highest standards in our field. This…
Read MoreRobin’s Recipe: Pasta Alla Vodka 💫
If you know me, you know this already: cooking is my love language.It’s how I slow down, how I care for the people around me, and how I say “I’m thinking of you” without using words. This Pasta Alla Vodka is one of those recipes I come back to again and again. It’s cozy, a…
Read MoreTeam Member Spotlight: Meet Britt Skold, Technology Manager at Vance Wealth
At Vance Wealth, we believe that exceptional client experiences start with exceptional people. That’s one of the many reasons we’re excited to highlight Britt Skold, our Technology Manager, in this quarter’s Team Member Spotlight. As someone who blends technical expertise with a deep commitment to service, Britt is already shaping the future of our firm’s…
Read MoreGreater Clarity, Better Planning: How the Latest Tax Code Updates Support Your Life & Legacy
Greater Clarity, Better Planning: How the Latest Tax Code Updates Support Your Life & Legacy From ADVANCED Perspective — 2025 Quarter 4 For years, tax uncertainty shaped the way we planned. Now, with the recent passage of the One Big Beautiful Bill Act (OBBBA), we can move forward with clarity. “This new legislation gives us…
Read MoreAre You Relying on Year-End Purchases for Tax Savings? Let’s Build a Smarter Plan
As the year comes to a close, many business owners feel pressured to make last-minute purchases—such as trucks or machinery—to take advantage of tax deductions. However, if you’re buying equipment you don’t truly need just to lower your tax bill, it may be time to rethink your strategy. Short-Term vs. Long-Term Tax Savings Focusing solely…
Read MoreTo Freeze or Not to Freeze: Safeguarding Your Financial Security. Simple steps to protect your credit!
To freeze or not to freeze… We’ve had a few questions recently around freezing credit, so we thought it best to share some great steps you can take to protect yourself! Essentially, freezing credit helps protect you from having identity thieves open credit accounts in your name. Once your credit is frozen, the credit reporting…
Read MoreAdVanced Perspective: Summer 2025 Newsletter
Our Summer Newsletter is here created with your questions, goals, and next chapter in mind. This season, we opened a new office, celebrated big milestones, and helped clients navigate meaningful transitions including one powerful retirement story that reminds us why planning is about more than just numbers. In this issue, you’ll find: Click the image…
Read MoreWhat To Do After Losing a Spouse: Financial Guidance for Moving Forward
Navigating life after the loss of a spouse is an experience that can’t be completely planned for. No checklist or article can fully prepare you for the quiet moments, the tough decisions, or the unexpected waves of emotion that follow. In those first few months, the world often feels unfamiliar—and the future, uncertain. But even…
Read MoreHow to Give Without Creating Dependency: A Legacy of Empowerment
An Insightful Q&A with Vance Wealth Partner, Jerrod Ferguson When it comes to creating a legacy, many families ask how they can support their loved ones without unintentionally enabling unhealthy financial habits. It’s a thoughtful question and one we help clients navigate with care. Here, Jerrod shares a simple strategy for giving during your lifetime…
Read MoreSummer Reflections from John Vance
A Season of Milestones To Our Vance Wealth Friends and Family, It’s been a summer of momentum and milestones, with the perfect mix of family time, quick getaways, and a few big wins at the office. In May, we celebrated a proud family moment: Lauren graduated from Boise State with her degree in Health Sciences…
Read More