Retirement Planning
The life you want. The financial freedom you need.
Many of our clients wonder: “Can I retire, or can I stay retired with the same lifestyle I have today? If not, what do I need to change?” Recent studies have shown that 75%* of Americans fall short of bringing in the income they need to make their retirement dreams a reality. At Credent, our focus is on helping you retire with confidence.
Whatever your vision for retirement may be, our team will develop a comprehensive plan to help you achieve your goals and keep your investments aligned with your life vision so you remain confident in your decision-making and excited about your financial future.
Our expert advisors will help you:
Analyze how much income you will need in retirement to live how you want and keep up with inflation.
Ensure that your investments align with your ultimate goals.
Consider tax implications to make sure you’re not overpaying.
Find the right investments for you.
*Statistics from Retirement Survey & Insights Report 2022 by Goldman Sachs Asset Management.
Learn how to prepare for your ideal retirement:
3 Changes to Retirement Planning in 2024
The SECURE 2.0 Act has been in effect for over a year after being signed into law on December 29th, 2022. It includes several retirement provisions impacting Required Minimum Distributions and contribution limits for high-income earners. To learn about these earlier...
5 Reasons to Supplement Your Social Security Income
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...
5 Simple Ways to Pursue Financial Freedom
It’s our tagline and, if nothing else, a nice turn of phrase. But how do we know if it’s true? After decades of partnering with hardworking Americans, we’ve seen the impact, the tears, the relief, and the joy as people reach their goals and know they will be okay. ...