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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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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.
Determine your potential long-term care needs and how long your current assets might last.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Bonds may outperform stocks one year only to have stocks rebound the next.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Second marriages are a trigger event to revisit any existing estate strategies.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn about the difference between bulls and bears—markets, that is!
Learn about cyber liability insurance in this entertaining video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Agent Jane Bond is on the case, cracking the code on bonds.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.