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August 2019 Newsletter
NEWS & ANNOUNCEMENTS
Stay tuned  for the introduction of a brand new tool that we will use with our Wealth Management clients. We are always looking for better ways to personalize our planning, and we think you will like this one a lot! We believe we will be the first firm in Charlotte to introduce it!
College begins for many in a couple of weeks. If you have children or grandchildren, it's never too late to understand how to minimize the cost of college. Remember, as important as college is, paying for it can be one of the biggest barriers to achieving a retirement on your terms. We can help you with this conundrum!
Irina and Todd will be climbing Gannett Peak in Wyoming August 12-16 in an effort to get to the top of US State Highpoint #49. Todd compares Gannett Peak to a final exam, "this climb will test everything we have learned over the last 5+ years. There is a lot of distance (44 miles), multiple river crossings, snow fields, rock climbing, scrambling and glacier travel, not to mention a 14+ hour summit day!"
Check out this post if you didn't see the details from the successful Mt. Rainier climb...  
Finally - if you enjoyed your summer vacation, let us know where you went, and we will try to include information about your destination in a future newsletter.


Donor Advised Funds - An Effective Planning Tool
 
Many of us are charitably inclined. Read how Donor Advised Funds can be useful to plan for future charitable bequests, save taxes, teach children about charitable giving and even saving for retirement! 



WHY EMULATE THE ROLLING STONES?

These guys are our heroes. Not because of their music, notoriety, wealth or legendary lifestyle. But because of their passion, energy and motivation to continue living life to the max well after most of us have retired to our couches.



DO YOU KNOW?
Through our relationship with the American Endowment Foundation, we can set up and manage a Donor Advised Fund for your family!

American Endowment Foundation is a separate entity from LPL Financial

PREDICTING THE FINANCIAL MARKETS

Part of our Investment Philosophy is "We Believe the Financial Markets are impossible to predict." Yet, predictions are all over the 24 hour news cycle. Might that be part of the problem?



HEALTH, HEALTH AND MORE HEALTH
 
Studies show that dancing can contribute to significant health benefits! Check out this article to learn more - then let us know how you plan to incorporate dance into your health plan! 


 WHO REALLY UNDERSTANDS THEIR RISK COMFORT ZONE?

Thanks to our partnership with Riskalyze, we are able to quantify your Risk Number and compare it with your current investment line up. Wouldn't you like to know if your Risk Number lines up with your portfolio's Risk Number?
 

BLIND SPOT #8

It's true. We often spend more time obtaining insurance and comparing prices than understanding what's in our policies. Read how this Blind Spot can hurt us when we need our insurance the most! 



MAKING AN IMPACT IN OUR COMMUNITY
 
Read how our little stuffed animal drive is making a difference via Global Impact, the missions outreach arm of Matthews United Methodist Church. And, click here to read more about this wonderful mission.  http://globalimpactmumc.org/



FUN FINANCIAL FACT
Americans spend $96 billion on beer, $65 billion on soda and $104 billion on credit card interest (total: $265 billion). By comparison, Americans spend $51 billion on their pets!

Quoted from 20 absurd facts about money at supermoney.com

MID-YEAR OUTLOOK FOR 2019

It's not too late to get up to speed on what's in store for the financial markets for the rest of 2019. It's best to be an informed investor!

 Read More      


FINANCIAL LITERACY TOPIC OF THE MONTH
 
Do you feel like you understand the ins and outs of the estate planning process? Take our short quiz to find out!




What is your  Second Half Strategy ? If you do not have one, we would like to help you build it! We hope to help you make sense of a complex financial world and to offer you greater 
confidence in your financial decisions. Please let us know how we can be of service...

Sincerely,

Paul Brown
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Second Half Strategies
4777 Sharon Road,  Suite 540 
Charlotte, NC 28210
(704) 360-5085
 

S ecurities offered through LPL Financial, Member FINRA/SIPC, www.finra.org  and www.sipc.org . Investment advice offered through Second Half Strategies, a registered investment advisor and separate entity from LPL Financial.  For a list of states in which we are registered to do business, please visit  www.secondhalfstrategies.com

Please note this article contains hyperlinks to additional content. The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these web sites.