Investing in you.
Financial well-being means something different to everyone. It’s personal. For that reason, Crescendo Wealth Management, LLC and Betty Wellhoefer Hill offer access to financial advice and service individually tailored to our clients. Here, you’re not a category. We sit down together and talk over your distinct goals and aspirations. Here, you’re not steered towards particular investments. As independent advisers, we are free to recommend products and services that address your needs. The decisions you make about money are important ones that can influence your financial well being. Experience a personalized level of financial advice and service. Where we invest in you.
Betty Wellhoefer Hill | CERTIFIED FINANCIAL PLANNER ™
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
For some, the social impact of investing is just as important as the return, perhaps more important.
It's important to make sure your retirement strategy anticipates health-care expenses.
Learn when it may not make sense to file a claim on your home insurance.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Beware of these traps that could upend your retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
All about how missing the best market days (or the worst!) might affect your portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.