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 | Oct 24, 2023
As healthcare costs increase, planning is crucial. How can you prepare for future needs? Here are four stages to consider and what to do in each stage. 1. Pre-Retirement While working, healthcare costs often blend into general living expenses. We account for...
by Credent Wealth Management | Oct 17, 2023
With less than three months left in the year, it’s time to think about end-of-year to-dos. One priority is to satisfy your Required Minimum Distributions, or RMDs, before December 31st. If you’re a client of Credent, we have probably discussed your RMDs...
by Credent Wealth Management | Oct 10, 2023
What has happened? On October 7th, the militant Islamist group Hamas fired missiles from Gaza and sent its fighters into Southern Israel, prompting Israeli Prime Minister Benjamin Netanyahu to declare war. As of October 9th, reports indicate that the conflict...
by Credent Wealth Management | Oct 3, 2023
The U.S. government avoided a shutdown on October 1, 2023, after Congress approved legislation to extend the deadline to pass all appropriation bills to November 17, 2023. Should Congress fail to fund the government for the next fiscal year by this deadline, a...
