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Next Phase Financial Blog

View the latest blog posts from Next Phase Financial.

Annuities Help you Navigate Your Retirement Needs! Consumer Affairs Breaks them down like this -  Fixed Annuity A fixed annuity sets a guaranteed payout for the rest of the beneficiary's life. Fixed annuities can provide predictability and a steady income during retirement. READ MORE >>

 From Our Crew at Next Phase Financial - Have a Happy Green Day  Now when you are finished wearing green and drinking green beverages this weekend ..........Call us to talk about SAVING SOME GREEN for your retirement! Contact us to see how Lucky we can Make YOU! READ MORE >>

Welcome to February!! What awesome weather we have had here in NC! Pretty soon these beautiful Tulips will be sticking their heads out for all to see.      It is also Tax Time and Next Phase Financial has a handy "Key Financial Data" Report that will give you Quick Info for 2017 for: READ MORE >>

Does your Retirement include receiving "Monthly Mailbox Money?"   Well - 2017 is here and in full swing. We are here to help you get ready for your adventures this year and beyond!   I  wanted to remind  you  -  Here  at  Next  Phase  Financial.. READ MORE >>

Hope the Holidays find you having fun with family and friends. From our Crew to Yours Have a Merry Merry!!!Next Phase Financial     The Safe Money Guys! READ MORE >>

We hope you take some time & reflect on your family and blessings at this Thankful time of year.  Here is a great Sweet Treat Receipt to share with those loved ones - we like it! Enjoy!!! Tiny Pecan Tarts   From the Safe Money Guys at Next Phase Financial - Have a great Holiday! READ MORE >>