by Credent Wealth Management | May 14, 2024
Your financial health and trajectory are unique, and a mistake for one person could be the right decision for you. However, there are common mistakes to avoid when building a financially healthy life. Here are four to be cautious of: 1. Jeopardizing your financial...
by Credent Wealth Management | May 7, 2024
My grandfather unexpectedly passed from a heart attack while milking cows at 50 years young, and my grandmother became the sole provider for four children and chief financial officer for 60 cows and 700 acres. This is not an anomaly. A 2022 Bank of America study...
by Credent Wealth Management | Apr 30, 2024
A financial plan may seem like an extraneous addition to an investment portfolio, nothing more than a nice-to-have bonus. In reality, financial planning is important for building a secure future and offering unmatched clarity on your financial standing. Not everyone...
by Credent Wealth Management | Feb 6, 2024
When it comes to planning for retirement, Social Security benefits have traditionally been viewed as a safety net for many individuals. However, in recent years, there has been growing concern about the long-term viability and sustainability of the Social Security...
by Credent Wealth Management | Jan 23, 2024
In an age of customization, is it possible to personalize your approach to inflation? Inflation is the general rise in prices and the concurrent decrease in purchasing power over a period of time. Most countries have an official inflation rate that’s primarily...
by Credent Wealth Management | Jan 9, 2024
January is a great time to reset your finances, regain control, and recommit to your plan. In today’s article, advisors from around the country share their top five financial tips for the new year. 1. Reassess your budget and financial plan “Review your 2023...