by Credent Wealth Management | Apr 9, 2024
April 15th is marked on calendars across the United States, signifying the deadline for filing income tax returns. However, tax planning is not merely about filling in boxes on forms to determine what you owe or what you’re owed by the government. It’s...
by Credent Wealth Management | Mar 26, 2024
“Capital gains taxes” might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners. Whether you’re selling stocks, a piece of real estate, or that vintage baseball card...
by Credent Wealth Management | Jan 16, 2024
If you’ve ever had questions about a Health Savings Account (HSA), you’re not alone. What are they used for? How do taxes work? Should I get one? Answering these and other questions can help you take advantage of the investment and saving options available to...
by Credent Wealth Management | Nov 14, 2023
Making it Easy to Make a Difference Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs). DAFs date from the 1930s but did not become popular...
by Credent Wealth Management | Nov 13, 2023
In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would otherwise like to support. Nonprofits are, therefore, increasingly encouraging donors to make gifts of non-liquid assets, including real estate....
by Credent Wealth Management | Oct 31, 2023
Doing so is a powerful tax strategy to optimize your charitable giving. For investors seeking to support charitable causes while maximizing their tax benefits, donating stock instead of cash can provide significant advantages. By contributing appreciated securities to...
