by Credent Wealth Management | Dec 26, 2023
A pre-retirement checklist to make early (or earlier) retirement a reality As we approach the new year, maybe the dream of an early retirement starts to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement...
by Credent Wealth Management | Dec 12, 2023
The SECURE 2.0 Act has sparked retirement confusion and concerns. Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity. While some alterations aim to enhance the...
by Credent Wealth Management | Dec 5, 2023
The clock continues to tick. Your retirement is one year closer. Luckily, you still have time before December 31st to take steps to help fund the retirement you desire. Here are five things to consider. 1. Establish Your 2023 Retirement Plan First, a question: Do...
by Credent Wealth Management | Nov 14, 2023
If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you want to build personal financial security and...
by Credent Wealth Management | Nov 7, 2023
Holiday planning often centers on not overspending. While it’s wise to budget and prepare for expenses, there is more you can do to savor the season. Here are five tips to plan for a meaningful, charitable, stress-free, and safe holiday. 1. Plan for a...
by Credent Wealth Management | Oct 24, 2023
As healthcare costs increase, planning is crucial. How can you prepare for future needs? Here are four stages to consider and what to do in each stage. 1. Pre-Retirement While working, healthcare costs often blend into general living expenses. We account for...
