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 ™
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Important items to consider when purchasing condo insurance.
Can you keep up with your children’s mobile slang?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Calculating your potential Social Security benefit is a three-step process.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?