Blog, Financial Planning, legacy
How To Define A Legacy
OUR APPROACH TO GENERATIONAL PROSPERITY We know you work hard to build a legacy that extends beyond yourself. Executed with intention, your financial plan forges a path to something greater – a better
Financial Planning
How does the Secure 2.0 Act of 2022 impact 529 plans, and what are some opportunities it provides?
HOW DOES THE SECURE 2.0 ACT OF 2022 IMPACT 529 PLANS, AND WHAT ARE SOME OPPORTUNITIES IT PROVIDES? Get insights from Matthew Rivera, Wealth Advisor Q: What is a 529 plan? A: A 529 plan is a savings pl
Business Owner, Tax Issues
The Value of Having Your Kids Work in the Family Business: Building Character, Practical Skills & Generational Wealth
Imparting Values and Creating Generational Wealth through Family Business Running a family business can be challenging, but involving your children in the operation can provide many benefits beyond ju
Achieve More, Community, Financial Planning, Press Release, Team Update
John Vance Named In Forbes 2024 Best-in-State Advisors List
Santa Clarita, Calif. - Forbes magazine named John Vance, Founder and CEO of Vance Wealth in Santa Clarita, a 2024 Best-in-State Wealth Advisor in California. This prestigious accolade celebrates outs
Business Owner, Community, Financial Planning
Vance Wealth Expands Presence with New Office in Newport Beach
Premier Santa Clarita-based financial planning firm extends reach to serve Newport Beach community Newport Beach, Calif. - Vance Wealth, a leading provider of comprehensive financial planning solution
Business Owner, Health
Tracking 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 decis