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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
What kind of auto insurance should you have? Do you know?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A quick history of the Federal Reserve and overview of what it does.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are Real Estate Investment Trusts right for your portfolio?
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: right now.
Understanding the cycle of investing may help you avoid easy pitfalls.