Vantage Insurance & Wealth Strategies

10/23/2026

We're so excited to be a part of this year's Redlands Chamber of Commerce Dog Jog event! Stop by our booth to chat with our two awesome team members, Joshua & Noah, pick up some pawesome swag, learn more about our organization, and enter for a chance to win a free Yeti Cooler!

Don't forget to register and get your tickets to support a great event and an even better cause, with 50% of all ticket sales going to the Redlands Animal Shelter! https://www.redlandschamber.org/product/dogjog/

Come early to get a frisbee and a treat for both you and your pup! But get there early before the dog treats are gone.......

10/19/2026

Amelia Kuhns recently attended an event at the Colorado Department of Corrections connecting with the amazing people who keep our communities safe!

This event was especially meaningful to her because of her personal connection to the corrections and first responder community. Having a background in corrections, and with her immediate family all serving as first responders, she understands firsthand the dedication, sacrifice, and challenges that come with these careers.

It was such a privilege to connect with CDOC employees, share resources, and have conversations about the importance of taking care of yourself—not only physically and mentally, but financially by having a plan that works with your specific career path. It’s an honor to support the people who spend their careers serving and protecting others.

10/16/2026

"As soon as you start working, plan for retirement"

That's the best way to ensure a healthy and prosperous retirement. However, many of us were never taught. The reality is, many hard-working people end up without the resources they need later in life and it's not because they didn't make enough or work hard enough. It's simply they didn't know how to put the appropriate plans in place to protect them for the future they were working toward.

This video from Business Insider shares the stories of why many people in their 70's and 80's are still working driving Uber, substitute teaching, and taking part-time jobs just to cover rising costs. Layoffs, market crashes, and having to tap their 401(k)s early all set them back. Their biggest regret? Not planning sooner and not getting professional guidance.

Your future doesn't have to look like this. Small steps now, will reap invaluable rewards down the line. And no matter where you on that journey, it's never the wrong time to take a close look and evaluate if there is something that can be done to help you continue to protect and grow your wealth sustainably and tax favorably for a more secure and comfortable future.

Our team is passionate about helping people avoid the retirement gaps that most often miss and ensuring financial success for generations to come. If you have any questions or concerns about your current retirement plan, we'd love to help you sort through fact from fiction and help you map out a plan that you can feel good about.

https://youtu.be/tN-6pT7nsx0?is=qqInJ1mSpZ2-J2zQ

Four Americans in their 80s share why they're still working to pay ...

10/05/2026

Your savings shouldn't just sit collecting dust. Put it to work!

We are excited to offer two options for putting your cash it to hard work with recent interest rates above 3% APY*!

High-Yield Bank Account (HYBA): 𝟯.𝟱𝟯% 𝗔𝗣𝗬*
Enhanced FDIC: 𝟯.𝟬𝟯% 𝗔𝗣𝗬*

Stable, high-yield, and secure, so you can earn more while keeping your money accessible.

To learn more you can call our office at 877.382.6467 or enroll here and start making more on your money: https://vantagewealthstrategies.com/vantage-high-yield-banking/

*APY as of the dates shown on each account's slide. Rates subject to change.

09/29/2026

Your business has an MVP. What happens if they're suddenly gone? 🔑

Every business has that one person; a founder, a top salesperson, the operations mind or team that keeps everything running — whose absence would hit harder than anyone wants to admit. That's exactly what Key Person Life Insurance is built for.

As we wrap up Life Insurance Awareness Month, we're bringing attention this extremely vital asset.

Here's what it actually does for your business:

✔ Protects cash flow — provides funds to cover lost revenue while you regroup and find a replacement
✔ Reassures lenders and investors — many banks require it before extending a loan, since it shows continuity planning is in place
✔ Buys you time — instead of scrambling, you have breathing room to recruit, train, or transition responsibilities
✔ Covers real costs — recruiting, onboarding, and the learning curve of replacing specialized expertise add up fast
✔ Signals stability — to employees, partners, and clients who want to know the business can weather the unexpected and bring assets into their retirement

It's not about assuming the worst. It's about making sure one person's absence doesn't put everything you've built at risk.

Want to learn more about this can benefit your business? Give us a call at 877.382.6467 ext 0.

09/24/2026

SoCal residents: feeling uneasy about your current financial state of affairs or want to learn how to adequately prepare for the future?

Join us for our Financial Protection workshop hosted by Bidaki Law Firm on Wednesday, September 30th at 6:00 pm PST at the YMCA of the East Valley!

We'll be teaching you how to adequately plan and prepare for peace of mind including covering the topics of Long-Term Care, Medi-Cal recovery, how to avoid taxation of family assets and more!

Come with your questions and eager to learn. You can RSVP by calling Bidaki Law Firm at 909.848.6750!

09/23/2026

SoCal residents: feeling uneasy about your current financial state of affairs or want to learn how to adequately prepare for the future?

Join us for our Financial Protection workshop in partnership with Bidaki Law Firm on Wednesday, September 30th at 6:00 pm PST at the YMCA of the East Valley!

We'll be teaching you how to adequately plan and prepare for peace of mind including covering the topics of Long-Term Care, Medi-Cal recovery, how to avoid taxation of family assets and more!

Come with your questions and eager to learn. You can RSVP by calling Bidaki Law Firm at 909.848.6750 or calling our office at 877.382.6467!

09/21/2026

Nurses give everything to their patients. But is your retirement plan giving enough back to you? 👩⚕️👨⚕️

Here's something most nurses never hear from HR: many are on track to retire with 30–50% less income than they actually should have.

Not because of working less. Not because of saving too little. It's usually a gap in how a plan is structured — one that's easy to miss if nobody's ever walked you through it.

If you've never had someone sit down and actually look at your numbers with you, that gap could already be working against you.

Ready to see where you stand? Schedule a complimentary Strategic Assessment with us — 30 minutes to find out exactly what's costing you and build a clear path forward: https://assessment.vantage-wealth.com/schedule

09/16/2026

Teams just want to have fun! ...Just kidding. But occasionally, in between changing peoples lives financially - we do go out for a bite to eat! 🍔

In case you haven't been introduced to these fellas yet - pictured left to right is Joshua Doyle our incredible Support Advisor, David Flores our newest Licensed Financial Consultant, and Noah Moeller our all star Client Experience Manager.

Our team is extremely passionate about helping people challenge the status quo of financial literacy and education and we do it with a smile.

09/14/2026

We've all been there. One impulse order, one "just this once" delivery splurge, and suddenly the whole week looks like that chart. 📉

Here's the thing though: a good financial plan isn't about never overspending. It's about making sure one bad week doesn't turn into a bad month.

When you have a real budget in place, one that actually accounts for real life, not just the ideal version of it — a slip-up stays a slip-up. You course-correct, you move on, and your progress toward your bigger goals stays intact.

Without a plan? That one week can snowball into "well, I'm already off track, so what's the point" and that's how a $40 splurge turns into a derailed month... and derailed months after.

A solid budget gives you room to be human. Let's build one that actually works for your life, not against it.

What's your go-to "oops, I overspent" purchase? No shame here, we all have'm!