You know what you’re retiring from...
What will you retire to?
Whether you want a traditional retirement, a pivot to an encore career, or an Unretirement full steam ahead in the work that you love, you need a financial roadmap designed around what's most important to you in life.
SecondHalf Planning & Investment is a Portland, Oregon fee-only retirement planning and investment management firm. We specialize in helping individuals and couples in their 50s and 60s plan, and then successfully transition into, the kind of retirement they want.
Talk with us if you need clarity on questions like these:
- When should I retire? What if I don't want a traditional retirement?
- At what age should I claim my Social Security or pension?
- How do I create a Roadmap for Retirement that coordinates all my resources so I can fund the life I want?
- What are the critical non-financial issues to a successful retirement that I need to prepare for?
- How can I make my money last as long as I do?
- How can I reduce taxes on my retirement income sources and account withdrawals?
- Show me how to incorporate an encore career or Second Half Entrepreneurship™ into my "retirement" plans.