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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are ways to improve your physical fitness without denting your fiscal fitness.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Couples may be able to head off many of the problems in a marriage that money can cause.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.