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...
by Credent Wealth Management | Jan 14, 2025
Increasingly Optimistic Economic Growth The pace of economic growth may slow in 2025, potentially setting the stage for the next wave of secular growth. Such a headline goes against conventional wisdom on why it deserves our top optimistic spot, but the reality of a...
by Credent Wealth Management | Jan 7, 2025
A financial plan unsupported by proactive reviews will become outdated and unhelpful. Around January each year, many Credent clients hear from their advisory team regarding the previous year’s performance and the coming year’s expectations. This check-in is a chance...
