by Credent Wealth Management | Dec 10, 2024
As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the “medical IRA.” This unique account stands out in the financial...
by Credent Wealth Management | Sep 9, 2024
As the summer wanes and children across the country return to school, parents and grandparents encounter the looming costs of education. From kindergarten to college, the expenses associated with a child’s education are substantial. In contrast, another critical...
by Credent Wealth Management | Aug 13, 2024
Retirement is a time for pursuing your passions, reaping the fruits of your labor, and making the most of life. However, there are many financial pressures facing retirees and pre-retirees. What are these pressures, and what tools are available to help create a...
by Credent Wealth Management | Jul 30, 2024
Approx. Reading Time: 3 min. Since it became available in 2006, many employers have added a Roth 401(k) option to their benefits packages for retirement savings. Though not required, a Roth contribution is available for most employer retirement plans in addition to...
by Credent Wealth Management | Jun 4, 2024
What to do in Retirement Retirees joke that every day is Saturday, but that doesn’t mean the transition to the golden years is easy. Without guidance or planning, it can be challenging to adjust to your new lifestyle and know what to do in retirement. At Credent, we...
by Credent Wealth Management | Mar 12, 2024
When helping people get ready for retirement, financial advisors find the same issues come up over and over. Thinking ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions you don’t want to make. ...
