by Credent Wealth Management | Nov 28, 2023
Once you have provided for your own personal expenses and retirement, it may be time to consider how your money could benefit others. Giving away some of your money is a great way to support the people and organizations you love, but choosing the right strategy is...
by Credent Wealth Management | Nov 21, 2023
The Quick Take: The actions of the Federal Reserve in raising interest rates appear to be working. Retail sales slowed in October. Slower growth in spending does not mean that spending has halted. Inflation slowed once again last month, adding further credence...
by Credent Wealth Management | Nov 14, 2023
Making it Easy to Make a Difference Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs). DAFs date from the 1930s but did not become popular...
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...
by Credent Wealth Management | Nov 13, 2023
Overview For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations. The added incentive of an often substantial tax deduction, coupled with various estate planning benefits, is sometimes the driving force behind...
