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:
- 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?
- What if I don't want a traditional retirement?
- At what age should I claim my Social Security or pension?
- 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.