In The News

Credent Wealth Management

Succession Success: Credent Advisor Solutions

Chief Business Officer Joe Haupert and Credent Advisor Solutions Relationship Manager Nicole Hansen…
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Pre-retiree couple sitting on couch reviewing year-end tax planning checklist across from their advisor
Retirement Planning, Tax Management

A Pre-Retiree’s Year-End Tax Planning Checklist: 5 Strategic Moves

While the last few months of the year are dedicated to holiday shopping,…
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Older couple meeting with advisor in their home to discuss financial planning and RMD tax strategies.
Tax Management

3 Required Minimum Distribution (RMD) Tax Strategies

Once retirees reach age 73 (as per the latest SECURE Act changes), they…
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Happy grandparents holding up grandson for a family photo in the park
Estate Planning

Family Legacy Planning: What You Can & Can’t Control

Legacy planning can feel overwhelming when you consider all the variables that might…
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Man sitting on couch, using tablet to review headlines and the q4 market outlook
Investment Management

6 Headlines & How They’re Shaping Our Q4 Market Outlook

Trade tensions, renewed geopolitical negotiations, mixed signals from the banking sector, and the…
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Grandfather and granddaughter sitting on couch, reading a book together
Charitable Giving

Build a Charitable Giving Strategy That Protects Your Legacy

After decades of building wealth, you may wonder how your assets can support…
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Elderly couple having a coffee-shop meeting with an advisor, reviewing estate planning frequently asked questions
Estate Planning

Estate Planning? Consider These Frequently Asked Questions

Many individuals put off planning their estate. Perhaps this is due to a…
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Older woman sitting on a couch, looking at her laptop, reviewing the Fed rate cut announcement.
Investment Management

What to Know After the Fed Rate Cut Announcement

A week ago, the Federal Reserve cut interest rates by 0.25%, as expected. What should…
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Cheerful older couple sitting at table with computer and paperwork, assessing asset location strategy
Tax Management

Asset Location Strategy: A Tax Concept Most Investors Never Consider

When planning for retirement, most families focus on building a well-diversified portfolio. In…
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