Second Half Strategies is proud to Introduce HALO! The Health Analysis and Longevity Optimizer. HALO brings science to our longevity, health care cost, and custodial care cost projections. We believe it will improve the assumptions in your plan, help you make more informed decisions and provide information to help you improve your active years. We plan to introduce HALO to all of our Wealth Management clients over the next six months. If you can't wait, give us a call and we will share it with you sooner!
Summer is over and open enrollment at your employers will begin soon. As you are making benefit elections, please call us if we can help you understand options and determine what might be the best fit for your plan.
Todd and Irina have finished their journey to the top of 49 of the US State Highpoints by successfully summiting Gannett Peak in Wyoming on August 14. Check out
this post if you didn't see the details from the climb.
PRESENTS FOR GRANDCHILDREN
Maybe it's time to rethink gifts for our grandchildren?
84 percent of parents said they would welcome college contributions in lieu of traditional presents from family and friends!
For supporting us on our journey to climb to the top of 49 states in the US! It has been an incredible experience, and we have enjoyed sharing it with you!
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?
HISTORICAL COST OF COLLEGE
This is amazing. The cost of college has increased way more than the cost of other things we buy. Check out the costs for the years you attended!
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
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