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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It may help your business be better prepared in the event of the death of a principal or key employee.
Protect yourself against the damage that your homeowners policy doesn’t cover.
It's important to make sure your retirement strategy anticipates health-care expenses.
The true cost of raising a child may be far more than you expect.
Do your insurance needs stay the same when the nest empties?
Here are 4 great, and sometimes unexpected, places to raise a family.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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.
Do you know how to set up your financial goals for success? This knight does.
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?