by Credent Wealth Management | Aug 12, 2025
Imagine this: you’ve worked hard for decades, saved diligently, and are approaching the retirement you’ve earned. Then your adult daughter calls. She needs help with a down payment. Additionally, your son is struggling with his lingering student loans...
by Credent Wealth Management | Aug 5, 2025
When considering how best to divide your assets, you may believe a policy of “share and share alike” is the best solution. This strategy is perhaps the easiest method of financially supporting your children and often the way to avoid conflicts and complaints. But does...
by Credent Wealth Management | Jul 29, 2025
Your five-year-old grandson tugs on your sleeve during Sunday lunch and asks, “Grandpa, are we rich?” Your teenage granddaughter mentions she wants to buy something expensive, and your adult daughter looks to you for guidance on how to respond. Your...
by Credent Wealth Management | Jul 22, 2025
Your adult children gather around your kitchen table after a family barbecue, and someone mentions how expensive everything has gotten — groceries, healthcare, housing. The conversation naturally shifts to concerns about the future. This is your moment — not for a...
by Credent Wealth Management | Jul 15, 2025
Succession and legacy planning go beyond drafting a will; they involve creating a strategic framework for transferring your wealth, values, and responsibilities to the next generation or chosen beneficiaries. As you accumulate assets or approach the later stages of...
