Check Out The Latest Blog Post
on 4xLarge.com
COVID-19 Senior Partners Update
By Noel R. Vincent
Friends and Clients:
Watch the Senior Partners’ client update video:
The coronavirus pandemic has created significant economic turmoil for our nation. We want to bring you up to date on our response to this crisis. Please watch this important video message from Senior Partners Private Wealth Management.
Click here to read more.
Helpful Content
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Debt Stress
There’s a link between debt and stress.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
View all articles 
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
View all calculators
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?