Resources

Crescent Wealth Partners offers resources regarding wealth management, business succession planning, and more.

Here is our list of resources by topic.

Aging Parents:

• Addressing Care Options Now for Your Aging Parents Will Pay Dividends for Everyone
• A Practical Approach to Helping Aging Relatives Prepare for the Future

College Preparation:

• FAFSA: Don’t Leave Money on The Table

COVID-19:

• The Month of April is Financial Literacy Month
• Benefits of the CARES Act for Businesses
• The Coronavirus Bear and Its Place in History
• The Persistent Hope of Opening Day and the Coronavirus
• April Used to be the Greatest Sports Month Ever
• The Fashionable History of Social Distancing
• The Coronavirus, Microsoft and Stockpiling Cash
• While Coronavirus Rages, Bitcoin has Made a Leap Towards the Mainstream
• The Coronavirus, Microsoft and Stockpiling Cash

Financial Advisors:

• Are Financial Advisors Still Relevant in a Digital World?
• Everyone Should Have a Financial Advisor

Investment Strategy:

• Two Investing Questions
• The Importance of Market Valuations

Manage Your Money:

• Just Do It: A Checklist to Help You Manage Your Money
• Understanding Annuities
• Four Ways to Avoid Money Spats with Your Partner
• Five Tips to Help Couples Talk About Money

Legacy Planning:

• How to Divide an Inheritance Equally

For Our Children:

• Turning Monetary Gifts into Learning Experiences for Children

Contact Crescent Wealth Partners with any questions here.