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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 Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Retirement Realities

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How Financial Professionals Are Compensated

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The Half Million Dollar Baby

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Social Security: The Elephant in the Room

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Social Security Tax Estimator

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

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Bi-Weekly Mortgage Payments

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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