by Credent Wealth Management | Jul 8, 2025
Questions of when and how to distribute your assets to your heirs is the murkiest part of estate planning. This process requires a series of considerations and trade-offs to avoid family problems. For many, focusing on the numbers is objective and straightforward....
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...
