by Credent Wealth Management | Jul 2, 2024
Regular financial reviews are a pillar of good stewardship, whether you manage finances for yourself, your family, or your business. Halfway through the year is a great time to reassess your plans, goals, and current standing. Below is a midyear financial review...
by Credent Wealth Management | Jun 25, 2024
Getting older can be intimidating, but with intention and discipline, it’s possible to age well and enjoy all phases of life. In their report titled “What Do We Know About Healthy Aging?” the National Institute on Aging offers suggestions for maintaining physical,...
by Credent Wealth Management | Jun 10, 2024
When you have a child, there are so many things you want to teach them – how to walk, how to talk, how to clap, how to jump, how to kick a ball, how to color a picture, how to be a good friend. The older they get, the more nuanced the lessons become – how to do...
by Credent Wealth Management | May 14, 2024
Your financial health and trajectory are unique, and a mistake for one person could be the right decision for you. However, there are common mistakes to avoid when building a financially healthy life. Here are four to be cautious of: 1. Jeopardizing your financial...
by Credent Wealth Management | Apr 30, 2024
A financial plan may seem like an extraneous addition to an investment portfolio, nothing more than a nice-to-have bonus. In reality, financial planning is important for building a secure future and offering unmatched clarity on your financial standing. Not everyone...
