by Credent Wealth Management | Oct 31, 2023
Doing so is a powerful tax strategy to optimize your charitable giving. For investors seeking to support charitable causes while maximizing their tax benefits, donating stock instead of cash can provide significant advantages. By contributing appreciated securities to...
by Credent Wealth Management | Aug 3, 2023
Receiving an inheritance can carry the weight of loss and the confusion of wondering, “What now?” If you are overwhelmed with what your loved one left behind, here are 5 next steps: 1. Recognize the loss. If you need the space to grieve, take it. Loss is always hard,...
by Credent Wealth Management | May 9, 2023
If you’re searching for an investment option that lets you strategically pay less in taxes while maintaining your equity market participation, consider direct indexing. Research suggests that there’s a good chance your current advisor does not offer direct indexing....
by Credent Wealth Management | May 2, 2023
Anytime we discuss finances, we should consider the tax implications of transactions throughout the year. Whether they occur through selling stocks or real estate, if you profit on a sale, that is a taxable gain, and the government wants their share. Wouldn’t it be...
by Credent Wealth Management | Apr 4, 2023
Do you ever worry that you’re not optimizing your taxes in retirement? That can change! Working with a financial expert is a great way to make sure you’re handling your taxes the right way, meaning fewer headaches and more freedom. Credent’s Advanced Planning team...
