by Credent Wealth Management | May 28, 2024
As a parent, grandparent, aunt, uncle, or friend, you’re eager to see the young people in your life succeed, and you do what you can to foster that success. One way to give back is through a 529 plan, which helps fund a beneficiary’s educational endeavors. If...
by Credent Wealth Management | May 21, 2024
In light of a forthcoming economic slowdown, labor market, spending, earnings, and savings data tell an interesting – and even reassuring – story. First, investors should remember that recessions are a normal phenomenon. They are a function of the capital markets...
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 | May 7, 2024
My grandfather unexpectedly passed from a heart attack while milking cows at 50 years young, and my grandmother became the sole provider for four children and chief financial officer for 60 cows and 700 acres. This is not an anomaly. A 2022 Bank of America study...
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...
