by Credent Wealth Management | Jul 5, 2023
Which kind of retirement account is best? From a tax perspective, it’s a matter of minimizing the amount you pay. Will you pay taxes on the money you pull from your retirement account? If so, you’re likely holding a pre-tax 401(k), 403(b), or IRA (also called a...
by Credent Wealth Management | Jun 20, 2023
Your financial plan can help you retire, change jobs, make a purchase, travel, and start a business, but it can also impact your loved ones. Ask the right questions today to give your family and friends the resources and opportunities to succeed. Consider these four...
by Credent Wealth Management | Jun 13, 2023
With the Fiscal Responsibility Act of 2023 signed into law, the debt ceiling issue has been resolved until early 2025. Within days of the June 5th X date (the date at which the federal debt limit would be exhausted), Congress passed legislation to temporarily suspend...
by Credent Wealth Management | Jun 6, 2023
One of the goals of working with a financial advisor is to maximize your time on Earth. But what happens to your assets after you’re gone? Answering tough questions like this is a necessary part of stewardship. A financial advisor is a key resource for understanding...
by Credent Wealth Management | May 23, 2023
Financial rules of thumb help us make decisions, but if applied too broadly, they may underestimate or overestimate an individual’s needs. Which rules of thumb make sense and which don’t? Here are five examples, all assessed for accuracy: 1. The 100 Rule: Take 100 and...
