Welcome to Second Half Strategies
Second Half Strategies is a wealth management advisory firm located in Charlotte, North Carolina. Our team is focused on addressing the unique financial planning and management needs of families and business owners who are in their second half. By limiting our scope, we have developed a detailed understanding of the unique problems and opportunities that our clients face. Our clients have:
- a shorter time horizon to achieve their goals
- little time to recover from unpredictable market, economic and competitive forces
- less time to recover from ineffective decisions
Our experience also tells us that in your second half, simplifying is important to you: you want to consolidate advisors so that you can obtain guidance and answers to your questions from one tightly knit team. We also know that our clients are looking for strong, long term relationships with advisors who will communicate with them regularly. And finally, our clients want objective counsel and not someone who pushes product sales, so that’s what we are committed to providing.
At Second Half Strategies, we work to help you find financial focus – when it matters most.
Please visit the other sections of our website or call us for more information.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When considering life insurance, it's important to understand your options.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding how capital gains are taxed may help you refine your investment strategies.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”