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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
A look inside the U.S. government's statistics on household net worth.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How to help determine life insurance needs to provide for your family after you pass away.
Being healthy not only makes you feel good, it may also help you financially.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like the junk in a junk drawer.
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.
How will you weather the ups and downs of the business cycle?
There are things you can do to keep yourself safe when you lose your wallet.
A quick history of the Federal Reserve and overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.