Summer vacation season is here. We hope everyone has a great time traveling and visiting family and friends! Let us know if you are interested in taking a Second Half Strategies flag with you on your travels.
Congress is proposing big changes to retirement savings plans and accounts. We are pleased with most of the proposals, but we urge you to become familiar with the sections that relate to treatment of retirement accounts after your death. The legislation is called the Secure Act (House) and the Retirement Enhancement and Savings Act of 2019 (Senate). Here is a link to our Facebook post on the topic. Call us if you want to understand how this provision might impact you.
Todd and his wife, Irina, will be attempting to summit Mt. Rainier in Washington July 3-5. We will send out more information as we get closer to that date. Make sure you are following us on Facebook so that you will have updated information, photos and links to the climb. Follow us on Facebook by clicking Here.
Note: We won't publish a July newsletter; you should receive our next newsletter in August.
THE NUMBER ONE ISSUE
Without a doubt, the top financial planning concern for our clients is having enough money to make it through retirement. Read about what you can control and what you can't.
Thank you to LPL Financial and Independent Advisor Alliance for donating thousands of stuffed animals to distribute to worthy causes. Let us know if you have a cause that would like some of these stuffed animals!
DO YOU KNOW?
We are able to offer Lines of Credit against your non-retirement investment accounts? These can be a great source of short term liquidity!
YOUR SECOND HALF
What will inspire you during your Second Half? Or your First Half for that matter! Read about Julia Hawkins - a true inspiration! Love her 7 Pearls of Wisdom
Watch our videointroducing how we utilize Riskalyze to help ensure that your portfolio represents your comfort level, not ours.
SECOND HALF STRATEGIES TRAVELS
Theresa, our Operations Manager, and her husband Bud had a terrific two week "bucket list" trip visiting some of our National Parks. Her favorite was Grand Teton National Park!
QUICK VIDEO FROM LPL RESEARCH
LPL Financial Research Chief Investment Strategies John Lynch comments on the effect of the China tariff battles on the recent bout of market volatility.
"Gambling generates more revenue each year than movies, spectator sports, theme parks, cruise ships and recorded music combined."
FINANCIAL LITERACY TOPIC OF THE MONTH
In April, we gave you a primer on bonds. This month's article covers the major risks associated with bonds. Make sure you talk about these risks with us during your annual reviews!
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...
Securities offered through LPL Financial, Member FINRA/SIPC,www.finra.organd 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.