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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. 

Helpful Content

How Much Do I Need To Retire?

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

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

Managing an Inheritance

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

How Often Should You Update Your Estate Strategy?

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

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Social Security Tax Estimator

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

Estimate Your RMD

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

Historical Inflation

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

Monthly Budget

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

The Cost of Procrastination

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

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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