HOW WE'RE RESPONDING TO COVID-19
Your financial well-being remains our top priority, and we will continue to serve you at the highest level. You can reach us during normal business hours, by email and by phone. Check out our website as we will be adding the latest information on Covid-19 and how it's affecting you, our community and the financial markets. Please contact us with any questions and please stay safe.
Planning for your financial future is one of the most important things you will ever do.
Henderson Wealth Partners provides individuals, families and business owners with comprehensive wealth management services that incorporate their values and beliefs. Serving as your trusted advisor, we bring the experience and resources to help you plan for each stage of your financial life from retirement and investment planning, to risk management, wealth transfer strategies, and more.
Learn why so many individuals and families in Ft. Myers and throughout Southwest Florida have relied on the financial professionals at Henderson Wealth Partners for more than 27 years.
It would be our pleasure to help you enjoy the contentment that comes from knowing your financial legacy will offer the maximum impact for you, your family and the causes that are most important to you.
Contact us to schedule a no-obligation consultation.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Purchasing homeowners insurance is critical for protecting your home.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A change in your mindset during retirement may drive changes to your portfolio.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know these three personal finance sayings?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?