Category Archive

Professional success is often influenced by how we feel – physically, mentally and emotionally. That’s why a focus on health and wellness has naturally become a favorite part of our company culture. We love sharing new health tips and ideas whenever we find something that makes a difference in our energy levels and daily performance. After learning about the benefits of hydrogen-rich water, we wanted to share its wide range of benefits with you. Chronic inflammation can hide in the …

Empowering Women to Achieve More Those who know me know that I am passionate about educating young adults with money smarts. Unfortunately, financial literacy isn’t taught in schools (although I see this increasing!), and often the conversations aren’t happening at home. College kids are graduating with credit card debt and student loan debt. A study from College Finance published in 2021 found the average college student has more than $3,280 of credit card debt. Getting out from under this debt …

More often than not, the most costly tax mistakes we see are not errors, but missed opportunities, including overlooked opportunities for long-term planning, strategic deductions, and reduction of your lifetime tax liability. “That’s all the more true for business owners, who have complex tax blueprints that include both personal and corporate returns,” explained John Vance, President of Vance Wealth. “From payroll and 401k plans to retirement and investments, there’s a lot to consider when building a tax plan that’s designed …

Carrisa Flores, Paraplanner As the firm’s Paraplanner, Carrisa Flores finds passion and purpose in the focused, structured work it takes to support the Wealth Advisors at Vance Wealth. Originally from the Inland Empire, Carrisa began her career as a respiratory therapist at Riverside Medical Clinic. While she found it both challenging and rewarding, she eventually realized she couldn’t see herself in the medical field forever, so she did a little soul-searching. “I wanted to figure out what I could do …

You hear advice all the time that you should shred sensitive documents to reduce your risk of identity theft. However, what exactly are “sensitive documents,” and are there some you should keep for a while before destroying them? You are able to shred any of the following: Account Numbers, Passwords, PINs, Signatures, Social Security number, Date of Birth Tax Returns Retain for at least seven years. Never throw out a 1040, but receipts, W-2 Forms, and 1099 forms can be …

Thanks to these three common myths, college savings can feel like an impossible task; however, the truth is bound to lift your spirits and help you get started.  At Vance Wealth, it’s our mission to pay our experience forward, providing clarity where it’s needed most. We’re dispelling the most common myths about college savings, so you can start with the facts — and end up with a college savings plan that helps you achieve more for yourself and your children.  Our Most …