by Credent Wealth Management | Jul 30, 2024
Approx. Reading Time: 3 min. Since it became available in 2006, many employers have added a Roth 401(k) option to their benefits packages for retirement savings. Though not required, a Roth contribution is available for most employer retirement plans in addition to...
by Credent Wealth Management | Jul 23, 2024
Approx. Reading Time: 2.5 min. A Special Needs Trust (SNT) is a crucial financial tool designed to benefit individuals who rely on needs-based public assistance. These trusts enable beneficiaries to maintain their eligibility for public benefits while receiving...
by Credent Wealth Management | Jul 16, 2024
Approx. Reading Time: 2 min. The Possibility of Interest Rate Cuts in 2024 Without a crystal ball, it’s impossible to know if the Federal Reserve will implement interest rate cuts in 2024. Data, however, is a powerful indicator, and its current indication is...
by Credent Wealth Management | Jul 9, 2024
Approx. Reading Time: 2 min. With estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. Here’s a closer look at the six most common estate planning mistakes and how you can...
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...
