Thursday, February 16, 2017

Free 2017 Key Financial Data Report

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.      READ MORE >>

Thursday, August 18, 2016

Life Decisions Affecting Your Retirement!!

  Are you making Life Decisions Currently that may Adversely Affect your Retirement Dramatically? Key decisions now could affect how your retirement years unfold. READ MORE >>

Sunday, April 24, 2016

Claiming Social Security Too Early Can Hurt You!

Where can you make a Guaranteed 6-8% on your money these days? You have the ability to make that with your Social Security Account!!    READ MORE >>

Friday, April 15, 2016

Medicare Enrollment - Delays??!!!

You could have Uninsured gap for several months if you are not careful!! You have three months before your 65th Birth Month and three months after to do your "Initial Enrollment Period"  If... READ MORE >>

Friday, March 25, 2016

Happy and Blessed Easter from the Annuity Specialists

Happy and Bless Easter! From all of us at Next Phase Financial!The Annuity and Social Security Specialists ....Rodger, Bob & Teri! READ MORE >>

Wednesday, March 16, 2016

Confusion Over New Social Security Rules

Here is a great article I just read from a Social Security Expert - Mary Beth Franklin. New Government Rules came out in 2015 making some confusing changes. Check it out  READ MORE >>

Monday, March 7, 2016

Social Security Claiming Strategies!

Congratulations to our own Rodger Dawson for receiving his accreditation as a National Social Security Advisor  NSSA®  for extensive study in the area of Social Security Retirement Benefits and Advanced Claiming Strategies. READ MORE >>

Monday, February 15, 2016

Educating the Masses on Social Security!!

Our Message today …..is to ….. Educate the Masses on Social Security!   Next Phase Financial and its staff have started to go out into the community and spread the message …. READ MORE >>

Friday, November 20, 2015

Eat the Turkey - Don't Be the Turkey!!

Social Security has made changes in the benefits in the Government 2015 Budget Act.  How the Budget Deal Changes Social Security    Contact us to see how those changes may effect you and your budget! READ MORE >>

Tuesday, September 29, 2015

What Are Your Social Security Insurance Programs???

Have you heard this term yet? ….. “SOCIAL INSURANCE PROGRAMS” ….. Those who use this term are referring to Social Security, Medicare or perhaps Medicaid. Today, I want to focus on Social Security. READ MORE >>