by Credent Marketing | Dec 30, 2025
The start of a new year is a great time to reflect on the financial progress you’ve made. For long-term investors, especially those nearing or in retirement, achieving financial “success” doesn’t necessarily equate to outperforming an index or chasing a specific...
by Credent Marketing | Nov 26, 2025
As we head towards the end of the year, now is a great time to ensure your financial plan is still on track. Use an end-of-year financial planning checklist to see where you are and what you should do. Here are seven of the most common and important items to review...
by Credent Marketing | Aug 26, 2025
According to a report from earlier this year, “Half of parents with adult children provide regular financial assistance to their grown offspring. The average support per adult child is $1,474 monthly, about 6% higher than last year.”1 When you work hard to build...
by Credent Marketing | 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 Marketing | 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...
