Posts Tagged ‘business owner’
Understanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here’s how: On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited liability companies (LLCs), corporations and other entities, but its reach extends beyond the typical business owner. The Corporate Transparency Act (CTA) requires certain businesses…
Read MoreUnlock More Potential: Entrepreneur Edition
A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be – and you also know how consuming it can be, too. It’s hard not to get caught up in the day-to-day grind, but what affects your business affects your…
Read More2024 Q1 Market Update
We hope you enjoyed the holiday season with the ones that matter most. Everyone at Vance Wealth is excited for this New Year, and we are motivated to begin making progress on our personal and firm goals. While past performance is not indicative of future results, we like to reflect on the past year to…
Read MoreUnlock More Potential: Entrepreneur Edition
A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be – and you also know how consuming it can be, too. It’s hard not to get caught up in the day-to-day grind, but what affects your business affects your…
Read MoreSetting Goals That Stick In Life & Business
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…
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 MoreTracking Your Health as a Busy Business Owner: Key Numbers to Monitor for Better Well-Being
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,…
Read MoreHealth Tip – Want to Increase Your Energy and Avoid Digital Burnout?
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…
Read MoreSanta Clarita wealth management firm creates new planning approach for business owners
Santa Clarita wealth management firm creates new planning approach for business owners Powerful business solution integrates life and business planning while reducing tax burden Santa Clarita, Calif. — Santa Clarita wealth management firm Vance Wealth announced a new business offering designed to help business owners simplify their planning approach to life and business. Simplify365 is a business…
Read MoreCalifornia’s Retirement Mandate And What this Means for Business Owners
California has already passed legislation that mandates business owners without retirement plans to offer a state-mandated retirement plan. Though you may think that using the state-run plan will be a simple solution, you should know that these plans require a more significant amount of administrative work than may be expected on your end and have…
Read More