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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Understanding how capital gains are taxed may help you refine your investment strategies.
The uncertainties we face in retirement can erode our sense of confidence.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
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 assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?