The Power of Compound Interest Should You Invest in Exchange Traded Funds? Where Is the Market Headed? Retiring the 4% Rule

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.

 

Helpful Content

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

 

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow