by Credent Wealth Management | Feb 18, 2025
Estate planning is essential for anyone who wants their assets and possessions to be passed along smoothly to their chosen heirs. Beyond money, it’s about ensuring your wishes are clear and your loved ones are spared the added burdens of legal disputes or financial...
by Credent Wealth Management | Feb 11, 2025
Ask any long-time couple how to build a lasting relationship, and their advice centers on one pillar: communication. Money management for couples hinges on the same thing. While the sentiment to “talk openly and honestly” can seem like a platitude, it’s harder in...
by Credent Wealth Management | Feb 4, 2025
One frequent question to ask about your finances is, “What’s changed, and how do those changes affect me?” Your financial advisor can help you through the specific updates that impact you, showing you how to pivot as a result of them. To get started, here are three...
by Credent Wealth Management | Jan 28, 2025
After years of helping hardworking Americans achieve financial freedom, we’ve seen how a person’s money mindset (translation: how they think about money) can hold them back or propel them forward. Financial fallacies about what matters, how to invest, and who to work...
by Credent Wealth Management | Jan 21, 2025
You save for years, but once you leave the workforce, how do you create a retirement income plan from your savings? The financial industry and media constantly talk about the need to save for retirement. Put money into your 401(k), contribute to your individual...
