by Credent Wealth Management | Apr 2, 2024
Myths and misinformation around Social Security claiming strategies can cause hardworking Americans to miss out on some of their benefits. Working with an expert is one of the best ways to ensure you have the most accurate information when building your financial...
by Credent Wealth Management | Nov 13, 2023
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The following glossary provides a brief description of various types of trusts. Because trusts are complex, it is...
by Credent Wealth Management | Aug 3, 2023
Receiving an inheritance can carry the weight of loss and the confusion of wondering, “What now?” If you are overwhelmed with what your loved one left behind, here are 5 next steps: 1. Recognize the loss. If you need the space to grieve, take it. Loss is always hard,...
by Credent Wealth Management | Jun 20, 2023
Your financial plan can help you retire, change jobs, make a purchase, travel, and start a business, but it can also impact your loved ones. Ask the right questions today to give your family and friends the resources and opportunities to succeed. Consider these four...
by Credent Wealth Management | Jun 6, 2023
One of the goals of working with a financial advisor is to maximize your time on Earth. But what happens to your assets after you’re gone? Answering tough questions like this is a necessary part of stewardship. A financial advisor is a key resource for understanding...
