Broker Check

Senior Partners LLC - Houston, TX

  •  
  •  
  •  
 
Take a Virtual Tour of Our Offices

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:

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. 

Helpful Content

How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

How Much Home Can I Afford?

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

 

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

View all articles arrow

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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

View all calculators arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Real Cost of a Vacation Home

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

View all videos arrow