by Credent Wealth Management | Mar 4, 2025
Financial planning is critical for the success of any private business owner. It provides a roadmap for achieving short-term and long-term goals and ensures the business is financially healthy. However, small business owners often wear multiple hats and juggle...
by Credent Wealth Management | Sep 3, 2024
Whether you’re envisioning or exiting your venture, financial management for entrepreneurs and self-employed workers is nuanced, often requiring additional planning above and beyond “normal life.” Here are three stages of financial management for the self-employed,...
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
Laying the Foundation - Plan for Succession It is never too early to begin planning for succession. An early start can allow you ample time to develop an appropriate exit strategy, choose the right person to be your successor, and train your successor to manage the...
by Credent Wealth Management | Nov 13, 2023
Business Owners Must Stay Ahead of Daily Events and Keep the End in Mind Building a business is kind of like being a parent. You start with an infant enterprise that needs constant attention and often deprives you of sleep, absorbs a big chunk of your savings, and...
