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 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 1, 2023
Someday (if you haven’t already) you will hand in your badge, hang up your hat, close your accounts, and say your goodbyes. Retirement is exciting and bittersweet, but if done right, it also requires strategic planning. We’ve compiled a handful of our best questions...
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 | 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...
by Credent Wealth Management | May 2, 2023
Should you fear for your financial future? When words like “recession” make the headlines, it’s easy to believe that fear is warranted. The media wants you to constantly question: If a recession does come, is your financial plan ruined? Can you still retire on time?...
