by Credent Wealth Management | Jan 2, 2024
Financial freedom changes lives. 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...
by Credent Wealth Management | Dec 26, 2023
A pre-retirement checklist to make early (or earlier) retirement a reality As we approach the new year, maybe the dream of an early retirement starts to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement...
by Credent Wealth Management | Dec 12, 2023
The SECURE 2.0 Act has sparked retirement confusion and concerns. Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity. While some alterations aim to enhance the...
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...
