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The VFP Blog
Educational content about taxes, investments, retirement planning, and more written by
Jonathan Vance, CFP®, EA.
VFP In The Media (1st Quarter of 2026)
April 1, 2026
This is a summary of Vance Financial Planning's media mentions during the first quarter of 2026.
What is Tax-Efficient Investing? How to Minimize Taxes on Investments.
April 1, 2026
Read this for an overview of what variables I consider when putting together a tax efficient investment plan.
How Do Financial Planners Do Tax Planning? A 3-Level Approach.
March 16, 2026
Read this for an overview of Vance Financial Planning's approach to tax planning strategies.
Why are CFP® Professionals Shifting to Flat Fees?
March 2, 2026
Read this for an overview of why Vance Financial Planning and other RIA firms are charging flat fees.
The Retirement Equation: A CFP® Professional’s Financial Planning Guide from Ages 55 to 75
February 17, 2026
Read this to learn about navigating financial planning milestones from ages 55 to 75.
How Do You Pay Taxes When You're Retired?
February 2, 2026
Read this to learn about retirement tax payment strategy and facilitation.
My Investment Philosophy
January 15, 2026
Read this post for an overview of Vance Financial Planning's Investment Philosophy.
What is a Retirement Planner?
January 2, 2026
Read this post for an overview of what a retirement planner does and how they can help.
Introducing Vance Financial Planning
December 15, 2025
Read this post for a a brief overview of my firm, who I work with, and how I'm different.
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