by Credent Wealth Management | Jun 24, 2025
Every January, we commence the new year with a rough sketch of the 12-month horizon, including the market and economic indicators making us feel optimistic, neutral, and cautious. June is an ideal time to update our perspective on this 2025 outlook. Halfway through...
by Credent Wealth Management | Jun 17, 2025
Medicare planning feels complex because it involves many moving pieces. Unfortunately, what seems like small oversights can create lasting financial consequences that follow you throughout retirement. The good news? These costly Medicare mistakes are preventable when...
by Credent Wealth Management | Jun 10, 2025
Healthcare planning keeps many pre-retirees awake at night. While you can’t control Medicare policy changes or medical inflation, you can make informed decisions that protect your financial security and peace of mind. The Real Medicare Picture Many pre-retirees...
by Credent Wealth Management | Jun 3, 2025
Without the proper legal, financial, and healthcare protection, you may be at risk should you become incapable of directing your affairs. Advance directives are important healthcare planning tools that can set forth your preferences if an accident or illness impairs...
by Credent Wealth Management | May 23, 2025
As you approach retirement, you might do some precautionary math: if inflation runs at an elevated 4% and you’re spending $80,000 now, you’ll need $118,000 in ten years to maintain the same lifestyle. That feels like a scary number. But here’s what...
