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May 2019 Newsletter
NEWS & ANNOUNCEMENTS
Now that tax season is over, you might consider doing some tax planning to help manage your 2019 tax bill. Signature and Summit Wealth Management clients, please upload your 2018 tax returns to your e-Money vault.
 
May is long term disability month. If you are working, do you have long term disability insurance? Do you have enough insurance? Too little? Does your insurance cover you if you can no longer do what you do for a living? Or does the insurance company force you to take another type of job? Take a few minutes to confirm what you have and determine if it is appropriate? Call us if we can help!
 
Theresa, our Operations Manager will be visiting many of our National Parks during her vacation the last two weeks of May. Somehow we will survive! If you need her help before June, please reach out to her by May 16. We will post photos of her adventures on the Second Half Strategies Facebook page.


SWING AND A MISS!
 
None of us likes the feeling when we try to accomplish something and are not successful. Read our Top Ten Retirement Mistakes that we have seen over the years!



GEMS AT OUR NATIONAL PARKS

Summer travel season is right around the corner! Here is a list of "off the beaten path" activities that you can enjoy in our National Parks! 


  
DO YOU KNOW SOMEONE WHO NEEDS TO START SAVING FOR RETIREMENT? SHOW THEM GUIDED WEALTH PORTFOLIOS!
 

BACK TO SCHOOL - AGAIN!

Sometimes, we end up learning unexpected things when we volunteer. Read what Paul learned during his 8 month journey tutoring math to elementary school children.




BAD NEWS FOR DIET SODA LOVERS
 
Research shows that the artificial sweeteners in diet drinks can have adverse health effects and are cause for concern. I used to have a diet soda habit. How about you?


 Watch our video introducing how we utilize Riskalyze to help ensure that your portfolio represents your comfort level, not ours.
 

BLIND SPOT #6: MISSING THE BEST DAYS

Trying to Time the Market simply does not work. Read the latest in our series on Financial Blind Spots to learn why!




PROMOTING FINANCIAL LITERACY
 
Second Half Strategies was glad to be part of a panel during Money Smart Week helping teachers with questions about personal finance.  




TIME TO SELL IN MAY?

Have you heard the popular investment axiom "Sell in May and Go Away!" Read LPL Research's take on whether or not it makes sense to follow this advice.

 Part 1      Part 2



FINANCIAL LITERACY TOPIC OF THE MONTH
 
It's never too early to start thinking about your next tax return! Here are the income tax rates for 2019. Tax planning starts...right now!




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.