Resources
Crescent Wealth Partners offers resources regarding wealth management, business succession planning, and more.
Here is our list of resources by topic.
Aging Parents
College Preparation
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
Financial Advisors
Investment Strategy
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
- Understanding Interest Rates and Your Financial Situation
- 6 Wise Ways to Use Your Tax Refund
- 5 Modifications to Make to Your Finances After Buying a Home
- Mortgage 101: The Basics of Funding Your Home Purchase
- Take These 5 Financial Steps Before Starting Your Home Search
- New Year’s Financial Resolutions
- Strategies for Balancing Family and Financial Security
- How to Prioritize What’s Important in Your Budget
- How to Protect Yourself While Helping Others
Legacy Planning
For Our Children
Retirement
- Inflation The Not-So-Silent Retirement Killer
- Inflation, CDs, Under a Mattress or Stock Market?
- What Causes Inflation and What to Do About It
- Millennials and Retirement: How Do You Stack Up?
- Retirement Strategies for Millennials
- Three Sobering Thoughts Hurting Your Retirement
- Social Security In Our Time
- Five Questions to Ask as You Consider Retiring