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.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Six overlooked tax deductions to help manage your tax bill.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Ascertaining the value of your business is important for a variety of reasons.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
Taking your Social Security benefits at the right time may help maximize your benefit.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?