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Senior Partners LLC - Houston, TX

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COVID-19 Senior Partners Update

By Noel R. Vincent

Friends and Clients:

Watch the Senior Partners’ client update video:

COVID-19-VideoThumbnail

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. 

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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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