Vance Wealth Thumbnail 12 1016x572 - Santa Clarita wealth management firm creates new planning approach for business owners

Santa Clarita wealth management firm creates new planning approach for business owners

VanceWealth Business Owner, Press Release

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 planning system that helps owners carve out the time they need to focus on what matters most while simultaneously taking advantage of specific tax-saving opportunities. …

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California’s Retirement Mandate And What this Means for Business Owners

VanceWealth Business Owner

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 limited contribution potential and few investment options for your participants. But we believe we have a better option! As a business owner, you have the …

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5 Ways To Build A Meaningful Career Legacy

VanceWealth Business Owner, legacy

Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after you’re gone, but you also want to know that your impact made a difference – to you, your staff, your clients, and your community. Here are our top five tips for building a meaningful career legacy.   Build a Strong Team One of the strongest marks of …

Advanced 401k Primary Logo Black Text 2017 1016x383 - CalSavers Penalties on the Horizon

CalSavers Penalties on the Horizon

VanceWealth Business Owner

CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who haven’t registered—and it’s not cheap. Read more.  It is important to understand the business requirement of CalSavers vs. a qualified retirement plan. Learn the difference. At Advanced 401k Solutions, we collaborate with employers to align their retirement plans with their company goals. All while helping meet California State requirements. If you are an employer with 5 or more employees, please reach …

Achieve More 1016x677 - Setting Goals That Stick In Life & Business

Setting Goals That Stick In Life & Business

VanceWealth Business Owner, Financial Planning

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 and personal goals, you can achieve more across the board. Setting goals is one thing; however, achieving goals is another. At Vance Wealth, we’ve learned the trick …


Achieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth

VanceWealth Achieve More, Business Owner

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. “It’s safe to assume that, as a business owner, you want to grow your business in the future, so we can also assume you’ll be …

2 Achieve More Entrepreneur Edition SS edits 1016x677 - Attract Top Talent With Superior Benefits - Employee Financial Wellness

Attract Top Talent With Superior Benefits – Employee Financial Wellness

Shanele Stoll Business Owner

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 miss more work on average than those with minimal debt. To make matters worse, 45% of Baby Boomers have no retirement savings at all, according …

John Vance 1016x531 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Achieve More, Community, Financial Planning, Team Update

To Our Vance Wealth Friends and Family,   Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It just so happened to work out that Boise State was the best fit for both of them, and we’re really excited to watch them start …

4 Keys  Business owner 1016x677 - 4 Keys to a Strong Financial Foundation for business owners

4 Keys to a Strong Financial Foundation for business owners

VanceWealth Business Owner, Financial Planning, Retirement

  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 that’s as comprehensive as your personal plan – and it all starts with four best practices that set up every business for success. “One of the …

Vance Wealth welcomes back Chris Pelch as COO - Daily Steps To Long Term Success - The Importance of Operational Efficiency for Business Owners

Daily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners

VanceWealth Achieve More, Business Owner, Community

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 planning is only as effective as your operations. “One of the areas we create a constant conversation around is implementation, for business owners, that means …