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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.
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The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Medicare At 65+
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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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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.
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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.
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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Learn about cyber liability insurance in this entertaining video.
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Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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Around the country, attitudes about retirement are shifting.
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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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What if instead of buying that vacation home, you invested the money?
