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 ™
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Six overlooked tax deductions to help manage your tax bill.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Ascertaining the value of your business is important for a variety of reasons.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations? Here are three tips.
Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?