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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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Healthy habits are one of the greatest gifts to give your child.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Knowing the rules may help you decide when to start benefits.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Do you have causes that you want to support with donations?