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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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Around the country, attitudes about retirement are shifting.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.