by Credent Wealth Management | Jun 17, 2025
Medicare planning feels complex because it involves many moving pieces. Unfortunately, what seems like small oversights can create lasting financial consequences that follow you throughout retirement. The good news? These costly Medicare mistakes are preventable when...
by Credent Wealth Management | Apr 1, 2025
In Q1 2025, we shared a handful of resources to help hardworking Americans invest well (regardless of their season of investing and what’s going on in the news and markets), plan well, and have hope and confidence through what they can and cannot control. Here are the...
by Credent Wealth Management | Mar 18, 2025
Managing our own finances can be a challenge, but a vital thing we often overlook is understanding and navigating our aging parents’ financial planning too. As they move into retirement and beyond, their financial landscape can become complicated, making it...
by Credent Wealth Management | Feb 11, 2025
Ask any long-time couple how to build a lasting relationship, and their advice centers on one pillar: communication. Money management for couples hinges on the same thing. While the sentiment to “talk openly and honestly” can seem like a platitude, it’s harder in...
by Credent Wealth Management | Jan 28, 2025
After years of helping hardworking Americans achieve financial freedom, we’ve seen how a person’s money mindset (translation: how they think about money) can hold them back or propel them forward. Financial fallacies about what matters, how to invest, and who to work...
