by Credent Wealth Management | Jul 23, 2024
Approx. Reading Time: 2.5 min. A Special Needs Trust (SNT) is a crucial financial tool designed to benefit individuals who rely on needs-based public assistance. These trusts enable beneficiaries to maintain their eligibility for public benefits while receiving...
by Credent Wealth Management | Jul 16, 2024
Approx. Reading Time: 2 min. The Possibility of Interest Rate Cuts in 2024 Without a crystal ball, it’s impossible to know if the Federal Reserve will implement interest rate cuts in 2024. Data, however, is a powerful indicator, and its current indication is...
by Credent Wealth Management | Jul 9, 2024
Approx. Reading Time: 2 min. With estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. Here’s a closer look at the six most common estate planning mistakes and how you can...
by Credent Wealth Management | Jul 2, 2024
Regular financial reviews are a pillar of good stewardship, whether you manage finances for yourself, your family, or your business. Halfway through the year is a great time to reassess your plans, goals, and current standing. Below is a midyear financial review...
by Credent Wealth Management | Jun 25, 2024
Getting older can be intimidating, but with intention and discipline, it’s possible to age well and enjoy all phases of life. In their report titled “What Do We Know About Healthy Aging?” the National Institute on Aging offers suggestions for maintaining physical,...
