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 ™
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
There are common mistakes you can avoid when saving for retirement.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Retirees traveling abroad need to know that their health insurance travels with them.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.