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
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When considering life insurance, it's important to understand your options.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Purchasing homeowners insurance is critical for protecting your home.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.