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A PERSONALIZED LEVEL of FINANCIAL ADVICE and SERVICE

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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 ™

Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Saving for College 101

Here’s a crash course on saving for college.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Rightsizing for Retirement

What does your home really cost?

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