Wednesday, March 25, 2020
Six Planning Ideas in response to COVID-19 COVID-19 (Novel Coronavirus) is a pandemic that will have a lasting impact due to health and mortality implications in our nation and across the globe. The virus has also created financial...
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Monday, March 9, 2020
We understand that there has been a lot of market volatility due to several factors, one of those being the Coronovirus. At Crescendo, we do our best to communicate to our clients about the importance of staying calm and trying to keep...
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Wednesday, February 26, 2020
Join Crescendo's Kathleen Oberneder @ Portal, Inc. in Grafton on Thursday March 5 to learn more about 529 ABLE Savings Accounts and how they help with Special Needs Financial Planning Coffee House Flyer
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Tuesday, October 1, 2019
Check out a couple Brooke's usefull tips for saving money in Real Simple Magazine: https://www.realsimple.com/work-life/money/saving/how-to-save-more-money
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Tuesday, October 1, 2019
Brooke gives her expert tips on dealing with financial stress in this Health Magazine article: https://www.health.com/stress/manage-financial-stress
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Wednesday, September 11, 2019
Please click on the highlighted text to see my video blog: Four Tax Planning Questions to Ask Before Year-End...
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Thursday, September 5, 2019
Six Investing Questions Every Mid-Career Woman Needs to Ask… By the time most professional women reach mid-career (self-defined as mid 30’s to mid-50’s) they have started to accumulate an eclectic mix of investment...
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Thursday, September 5, 2019
Enjoy this series on video here: Part 1, Part 2, Part 3 Be a Severance Superhero with Financial Planning Senior to executive-level professionals often face job loss at some point during their professional lives. This employment...
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Monday, February 11, 2019
Eight Steps to Start Living Your Ideal Financial Life in 2019! January is the time of year we declare year-long goals and put our ambition to the test. More than one-third of Americans make a Financial Resolution with the top three...
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Tuesday, January 15, 2019
Wisconsin 529 College Savings Plan Tax Updates: Wisconsin residents can still reduce their 2018 state-taxable income, dollar-for-dollar, up to $3,200 per beneficiary by contributing to a Wisconsin 529 College Savings Plan. You do not...
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Thursday, December 14, 2017
I am often asked to describe my ideal client. Two demographics that I truly enjoy working with are mid-career professional women and couples. What I like about this stage of life are the multitude of financial priorities these...
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Tuesday, October 10, 2017
It is almost impossible not be proud of the many accomplishments of our children – honor roll, athletics, acts of kindness. This pride continues when young adult children approach their college years and report impressive ACT/SAT...
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Thursday, July 27, 2017
What is Financial Wellness? Financial Wellness parallels other areas of wellness such as emotional or physical. Before attempting to commit to our own health, we often begin with a “Reason Why”? This reason may have a deep...
Read MoreWhether it’s sports, music or politics, life holds any number of “great debates” that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which Is...
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Thursday, April 28, 2016
Investing and saving recommendations are typically based on economic and financial calculations, research and theories. However, despite what a time value of money calculation may tell you, I've found that the best savings plan for...
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