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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A letter of instructions provides additional and more personal information regarding your estate.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Is your estate in order? This short quiz may help you assess your overall strategy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
Three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold, and its history, may help you answer that question.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?