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
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
It's important to understand how inflation is reported and how it can affect investments.
When considering life insurance, it's important to understand your options.
Here are six flags that may make your tax return prime for an IRS audit.
Your credit score may influence how much you pay for auto and home insurance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
How do the markets usually react to elections? Was the 2016 election any different?
What does your home really cost?
What if instead of buying that vacation home, you invested the money?
All about how missing the best market days (or the worst!) might affect your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.