by Credent Wealth Management | Sep 26, 2023
Some life transitions, such as a career change, are planned, while others, such as job loss, are often sudden and unexpected. One common thread running through all transitions is the insecurity of wondering if you will have enough money to get you through each phase....
by Credent Wealth Management | Sep 19, 2023
Five easy pointers to help you plan during all of your retirement years. If you’re retired, the good news is that you’ll probably live longer and perhaps better than your parents and grandparents did. The bad news: You’ll live a longer and perhaps more expensive life...
by Credent Wealth Management | Sep 12, 2023
Notes on Increasingly Optimistic > Labor Market & Consumer Sentiment Our assessment on consumer consumption, the labor market, and overall consumer sentiment proved largely accurate and may continue to play out through the rest of 2023. Insight on consumer...
by Credent Wealth Management | Sep 5, 2023
“Wealth, by contrast, is funded contentment. It is the ability to underwrite a meaningful life – however one chooses to define that.” 1 – Brian Portnoy Should you work with a financial advisor who vows that their only mission is to make you as much money as...
by Credent Wealth Management | Aug 18, 2023
Whether they want the role or not, adult children often find themselves in the position of primary caregiver for their parents. Unfortunately, many of us are not prepared for that role. We often find ourselves so engrossed in how fast our own children are growing up...
