Posts Tagged ‘planning’
Creating a Legacy: Achieve More through Purposeful Planning
Legacy planning is about more than passing on wealth to the next generation. At Vance Wealth, it’s also about passing on the stories, lessons and values that allowed you to accumulate your wealth in the first place. “That’s how you build a legacy to last,” explained John Vance, President of Vance Wealth. “In fact, many…
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 MoreSanta Clarita Wealth Adviser Achieves Specialized Exit Planning Credential
Vance Wealth announces adviser with Certified Exit Planning adviser (CEPA®) designation Santa Clarita, Calif. — Vance Wealth financial planner Tyler Tilton completed his Certified Exit Planning adviser (CEPA®) credential, joining a specialized class of finance professionals who are trained to guide business owners toward a successful exit. “We are very proud of Tyler for continuing…
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 MoreRetirement Tips by Generation: Maximize Your Savings During Each Stage of Life
It’s never too early to start planning for retirement – and it’s never too late. In fact, the best time to begin preparing for your ideal financial future is now. However, the right retirement and savings strategies are different at each stage of life. To help you get an idea of where to start, here…
Read MoreCalSavers Penalties on the Horizon
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…
Read MoreRestoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.
The loss of a spouse is something we spend nearly our entire lives fearing, which also means we don’t typically spend a lot of time thinking — or planning — for this kind of event. But in a moment of devastating pain, having a plan gives you the confidence to focus on what really matters,…
Read MoreVance Team Member Spotlight: Chris Pelch
When Chris Pelch came back to Vance Wealth, it was like returning home to family. As Chief Operating Officer, Chris helps strengthen and support the team every day, while continuing to help clients achieve more in business and life. He most enjoys working with a team of people he respects and admires, and he’s uniquely…
Read More4 Keys to a Strong Financial Foundation for business owners
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…
Read MoreDaily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners
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…
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