Guiding You Toward A Meaningful Second Half
At Second Half Strategies, we are inspired to help families work proactively toward a financially meaningful second half, so that they can be inspired to focus on the people and activities that are significant to them. As an independent firm, we are your financial advocate, providing independent and objective advice that is tailored with personalized service. Our process helps you design, implement and monitor practical and durable strategies that are focused on the unique objectives of your family. We hope to help you make sense of a complex financial world and to offer you greater confidence in your financial decisions.
We offer customized investment plans and unbiased guidance with the ultimate goal of helping you navigate the challenges of the markets.Learn More
Your future is what motivates us, and we want to help you create meaning and purpose with your wealth.Learn More
In addition to investment guidance, we also provide insurance options to make sure you are adequately protected.Learn More
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Four vacation destinations you might never have thought of.
What can be learned from the savings rate?
Knowing your options when a CD matures can help you make a sound investment decision.
The item most homeowners forget on their home improvement project checklist is insurance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you explored all your options when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Smart investors take the time to separate emotion from fact.