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
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.